Anthropic CEO Dario Amodei put the annual enterprise market for AI coding products at about $34 billion, estimating that Anthropic’s Claude Code and OpenAI’s Codex together account for roughly 70%, or $24 billion; he did not break down the share between the two.

Google is also building AI products for software developers, intensifying competition in the coding-tools market.

At Anthropic, Claude-family models generated more than 90% of code contributions by September 2026, while the average lines of code merged per contributor in the second quarter had reached eight times the pre-2025 baseline.

Amodei said Anthropic’s research and development pace had doubled year over year, crediting the company’s AI tools.

As AI takes on routine coding, Anthropic has seen declining demand for entry-level technical positions; Amodei said product design and team management still require human judgment.

Earlier in 2026, Amodei said AI might handle nearly all software engineering tasks within six to 12 months, describing a possible future capability rather than one already achieved.