AI First with Adam and Andy · 2026-04-15 · 16 min
In the first quarter of 2025, Anthropic added what Adam Brotman describes as ""an entire Starbucks of revenue run rate"" in a single quarter, reaching close to $30 billion annualized. That growth, driven by a combination of enterprise API revenue, subscriptions, and a fast-rising consumer base, has put Anthropic on the radar of companies that had previously committed to Copilot, Gemini, or OpenAI. Adam and Andy argue the growth is not just a marketing story. Cowork, they contend, represents a structural shift: from AI as a chat interface to AI as a system of work, with memory, projects, skills, plugins, and connectors that let it execute tasks rather than just advise on them. They also note that Claude has, at this moment, outpaced Microsoft's own tools within Microsoft's native ecosystem. Their advice to business leaders is deliberate: don't wholesale switch, but don't ignore the signal either. Start with five people on a business plan, run a structured experiment with Cowork, and make the decision from evidence rather than momentum.
Other episodes covering the same guests and topics, from across The B2B Podcast Index.
The End of Software as We Know It: How AI Agents Are Rewriting HR, SaaS, and Organizational Design81 / 100
Stop Measuring Your AI ROI: A Better Framework for the Age of Agents56 / 100
The Agent Unlock: How a Managed Agent Became a Sales Team's Secret Weapon65 / 100
The AI-Native Growth Engine: How Clay Created the Go-to-Market Engineer82 / 100
The AI Hiring Paradox: What Managers Really Want When They Post "AI Skills Required"64 / 100
