Anthropic's Aggressive Expansion: Toward the Best Enterprise AI
Anthropic is rapidly dominating the enterprise AI market with Claude Code and Claude Cowork. By focusing on B2B instead of consumer features like OpenAI, they've achieved 40% enterprise AI market share and claimed the top position.
Anthropic's Claude Code is a terminal-based AI coding agent that quickly earned the title of 'best coding agent' in the developer community after its launch. This tool, which autonomously reads, modifies, and tests code in a CLI environment, has built a strong following among developers.
But Anthropic didn't stop there.
1. Anthropic's Step-by-Step Expansion Strategy
Looking at Anthropic's recent moves, a clear pattern emerges.
The first step was integrating Code into Claude Desktop. Users unfamiliar with terminals could now use agent features in the desktop app. This was the first attempt to lower CLI's entry barrier with a GUI.
The second step was Claude for Excel. They embedded Claude in Excel, the tool most used by office workers. Now even non-coders could apply the power of AI agents directly to their work.
2. Claude Cowork: The Peak of Agent Democratization
Cowork, launched in January 2026, is the culmination of this strategy. 'Point to a folder, tell it what you want, and AI handles the rest.' It brought Claude Code's core engine to a completely mainstream interface.
English-language reviews show enthusiastic responses. On Reddit, posts like 'Top 3 most exciting moments with technology' appeared, and Wired called it 'the first agent that actually works.' Real users share success stories like completing 3-day tasks in 30 minutes or auto-sorting 142 files.
3. The Opposite Route from OpenAI: Focus vs. Expansion
What's interesting is that Anthropic and OpenAI chose completely different strategies.
OpenAI captured the masses with ChatGPT first, then expanded into consumer-friendly features like shopping, Pulse, image generation, and Sora 2. They pursue 'AI for everyone,' expanding into entertainment, shopping, and creative tools.
Anthropic, on the other hand, focused strictly on 'AI that works.' After dominating the developer market with Claude Code, every expansion—desktop integration, Excel integration, Cowork—revolved around a single axis: work automation. They went all-in on practicality instead of flashy features.
4. B2B Market Share: Numbers Prove Success
This focused strategy ultimately targets the B2B market. And the numbers prove it.
According to Menlo Ventures' enterprise AI report, Anthropic's enterprise LLM market share grew from 12% in 2023 to 24% in 2024, and 40% in 2025—more than tripling. During the same period, OpenAI dropped from 50% to 34% to 25%. A complete reversal.
| Year | Anthropic | OpenAI |
|---|---|---|
| 2023 | 12% | 50% |
| 2024 | 24% | 34% |
| 2025 | 40% | 25% |
5. Even More Dramatic Gap in Enterprise Coding
The enterprise coding market shows an even more dramatic gap. According to AI Pioneers at Work, Claude holds 54% market share, more than doubling OpenAI (21%). Claude Code's influence is clearly reflected in these numbers.
Revenue is also surging. According to Noahpinion, Claude Code alone achieved $1 billion in annual revenue, with Anthropic overall projected to exceed $9 billion in 2025 and $26 billion in 2026.
Conclusion: Rise of the Dark Horse
While OpenAI expanded with various features for general consumers, Anthropic built the formula 'AI for work = Claude.' Developers validate first, office workers follow, and enterprises adopt.
Anthropic took the road less traveled—practicality over flashy consumer features. So far, it looks highly successful. The dark horse of the AI industry is rising quietly but surely.