Editorial companion

What stands out

Similarweb data presented by Omri Shtayer shows corporate activity for Anthropic, maker of the Claude large language model, rose 17-fold year-over-year and retention spiked, a rare hard number in a market full of soft signals. That jump matters because usage and retention are the closest proxies for whether enterprises are actually deploying Claude, and the segment frames those metrics as a stronger signal of product-market fit than press-release milestones. The guest emphasizes retention as evidence Claude is leading the AI software pack, which makes the next question, how that usage translates into revenue, especially urgent.