Krishna Rao, the CFO of Anthropic, revealed this week that 90% of the company's internal code is now generated by Claude Code. This milestone arrives as the firm reportedly eyes a massive new funding round at a $900 billion valuation.
On Invest Like the Best, host Patrick O'Shaughnessy pressed Krishna Rao on the brutal logistics of scaling AI infrastructure. "The center of our conversation is how he navigates the decision around procuring and allocating compute, which he describes as the canvas on which everything else gets built." O'Shaughnessy noted, framing the CFO's role as the primary architect of Anthropic's aggressive growth.
The operational reality discussed on the show highlights a move toward total internal AI dependency. While Krishna Rao emphasizes the efficiency gains of using Claude to write its own code, the broader market is watching to see if this bet on frontier intelligence pays off in enterprise revenue. As Patrick O'Shaughnessy pointed out, "he explains where the returns to frontier intelligence keep getting higher, especially in enterprise." Whether that translates to a $900 billion valuation remains the ultimate test for the company's financial strategy.
