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1 episodes · 17 quoted claims
Lawrence Whittle says Anthropic crossed $1 billion in revenue in the middle of 2025 after starting that year at $100 million.
“if you look at their growth from the middle of last year, where they middle of 2025, where they crossed $1 billion, which is huge, they started the year at 100 million.”
Whittle says Anthropic reached about $15 billion by the end of 2025, with most of it coming from enterprise customers.
“By the end of twenty twi 2025, they were 15 billion, of which the vast majority of that was in the enterprise.”
Whittle says the term agentic began to be widely heard around the first quarter of 2025.
“sometime around Q one of 2025, we started to hear this term agentic.”
Lawrence Whittle says he has been around Silicon Valley for twenty-five years.
“I've been around Silicon Valley for twenty five years.”
Whittle says he was working on AI about twenty years ago, before the term was commonly used.
“I was doing A I before it was called A I twenty years ago.”
Whittle defines an AI user as an individual with a license to a tool such as Claude Code, GitHub or ChatGPT, using it for their own purposes.
“Users is someone that has a license to Claude Code or, you know, GitHub or Chat GPT.”
Whittle gives a next-generation chatbot that handles incoming support requests as an example of a business use case.
“For example, it could be a next generation, uh, chatbot that is going to support incoming support requests.”
Whittle says financial services firms are well placed for AI because they hold large amounts of data, despite the regulatory framework.
“they have a lot of data. So they have a good advantage.”
Whittle says typical enterprises spend about six months deciding what to build and then one to three years deploying it.
“most enterprises have this M, sort of momentum where you spend, you know, six months deciding what to build. And then one to two to three years to deploy”
Whittle says HTEC never built products for long-term implementations and uses an agile approach, which he credits for its recent acceleration.
“we very much have this agile approach”
Whittle says HTEC decided in 2024 that everyone should be certified to some level of AI proficiency, initially on an optional basis, and later added rewards for earlier adopters.
“2024, we made a very clear decision that we wanted everyone in the company to be certified to some level of proficiency, and it was optional.”
Whittle says HTEC had been doing AI for about a decade before 2024, but not all of its staff were doing so.
“we've been doing A I for a decade, but not everyone was doing A I.”
Whittle says HTEC runs a weekly AI newsletter, and a Fortune 100 client asked to repurpose it as an internal awareness mechanism.
“We have a weekly AI newsletter and one of our massive clients, I'm talking, it's a fortune one hundred company.”
Whittle recommends targeting AI projects that deliver results in ninety days, rather than multi-year programs with results after two to three years.
“you've got to figure out where can I work on something where the results could be in ninety days and then another result in ninety days.”
Whittle describes a client with an HTEC team of about seventy people who have seen large productivity gains over nine months and want to do more rather than reduce headcount.
“I've got a client talking to on Friday where we've got a pretty large team deployed. It was like seventy odd people.”
Whittle cites Accenture and Cognizant as examples of large systems firms with hundreds of thousands of people whose clients work through sequential programs.
“amazing companies like Accenture or Cognizant that are hundreds of thousands of people”
Whittle refers to the Gartner hype cycle to describe how new technologies move from early adopters to the majority.
“There's this, uh, well understood term, the the Gartner hype cycle.”