undefined | Vibe check from inside one of AI industry's main events: 'Claude mania'
More than 6,500 tech leaders and investors gathered at the HumanX conference in San Francisco to talk about the latest AI trends, and the conversation has clearly shifted from OpenAI to Anthropic. Anthropic’s Claude Code, a viral coding assistant launched publicly in May 2025, dominated the floor, with executives describing “Claude Mania” as a near‑religious fervor. The company, valued at about $380 billion, is already generating roughly $2.5 billion in annualized revenue, and its newest model, Claude Mythos Preview, adds advanced cybersecurity capabilities for a limited set of roughly 50 enterprise customers.
Attendees stressed how AI coding agents are reshaping product development and workforce planning. Companies such as Decagon and Credo AI reported that Claude enables smaller engineering teams to ship features in days rather than weeks, while Cisco’s president noted that 85 % of its 18,000 engineers now work alongside AI “digital coworkers.” Executives highlighted the need for clear communication and change‑management strategies as the tools become integral to roadmaps, and investors warned that the market is still young and momentum could shift quickly.
The conference also turned to the growing geopolitical challenge posed by China’s open‑weight models. With models like GLM‑5.1, Kimi 2.5 and Alibaba’s Qwen 3.5 now topping industry benchmarks, U.S. firms are increasingly relying on Chinese‑origin AI, prompting investors to double‑down on diversifying across providers. Participants agreed that enterprises must avoid dependence on a single vendor, keeping a portfolio of options to stay competitive as the AI arms race with China intensifies.




