Anthropic

GitPod

Anthropic

Anthropic makes money through API access and subscriptions, similar to OpenAI. The Claude API charges developers per token for input and output.

Claude Pro costs $20/month for individuals with priority access and higher usage limits. Claude Team is $25-30/user/month for businesses.

Claude Enterprise offers custom pricing with enhanced security, admin controls, and longer context windows. Amazon Web Services resells Claude through Amazon Bedrock and Google Cloud offers it through Vertex AI, both generating revenue-sharing income for Anthropic.

GitPod

GitPod started as freemium: a free tier of monthly cloud hours, paid plans for more hours and bigger workspaces, and enterprise contracts with self-hosted and dedicated options. As Ona it shifted toward enterprise contracts for running AI coding agents inside a customer's own cloud, with governance and security controls.

It said enterprise annual recurring revenue quadrupled year over year before the rename. OpenAI acquired the company in 2026, and existing customer commitments continue to be supported.

Anthropic

Dario Amodei was VP of Research at OpenAI. His sister Daniela Amodei was VP of Operations.

They were two of the most senior people at the company. In 2020-2021, they grew increasingly concerned that OpenAI was prioritizing commercialization over safety research.

The board crisis that would eventually happen in 2023 was already brewing beneath the surface — the tension between "move fast and ship products" and "slow down and do the safety work" was real.

In early 2021, Dario and Daniela left OpenAI and took a group of key researchers with them. They founded Anthropic as a public benefit corporation — a structure that legally requires the company to consider its impact on society, not just shareholder returns.

The name comes from "anthropic principle" in physics — the idea that the universe's fundamental parameters seem fine-tuned for human existence.

The founding thesis was simple: AI was going to become incredibly powerful whether anyone wanted it to or not. The safest path was to have a safety-focused lab at the frontier of capabilities, not watching from the sidelines.

Build the most powerful AI you can, but build it with safety baked into every layer.

GitPod

The GitPod team came out of TypeFox, a German developer tools company in Kiel behind the Theia cloud IDE framework. Sven Efftinge and his colleagues realized the biggest pain point was not the editor itself but the environment.

Developers spent hours configuring machines, installing dependencies and debugging "it works on my machine" problems.

They launched GitPod to provide instant, automated cloud development environments. One click from a GitHub or GitLab repo opened a fully configured workspace with dependencies installed and tools ready.

Johannes Landgraf, who became CEO, and CTO Christian Weichel later led the company through its rename to Ona in 2025 and its sale to OpenAI in 2026.

Anthropic

Anthropic grew through a deliberate "safety as a brand" strategy. While OpenAI chased consumer virality with ChatGPT, Anthropic positioned Claude as the thoughtful, reliable, safety-conscious alternative.

Developers who found ChatGPT inconsistent or who worried about data privacy gravitated to Claude.

The enterprise partnerships were the real growth engine. Amazon has put $8 billion in and made Claude a featured model on Amazon Bedrock.

Google has invested billions more and integrated Claude into Google Cloud. These partnerships gave Anthropic instant distribution to millions of enterprise developers without building a sales team.

Claude's strength in specific use cases drove adoption. Claude became known as the best AI for long-document analysis, subtle writing, and careful reasoning.

Law firms, financial analysts, researchers, and enterprise customers who needed accuracy over speed chose Claude. The reputation for quality over flash built a loyal and growing user base.

GitPod

GitPod grew through open source community adoption and one-click integrations with GitHub, GitLab and Bitbucket, where a "Gitpod" button on a repo launched a ready workspace. It later moved upmarket to banks and pharmaceutical companies that wanted cloud development under tight security.

In 2025 it bet the company on AI agents, renaming itself Ona and claiming its own agents were producing most of its merged code. That bet ended in a sale to OpenAI in 2026.

Anthropic

The funding arms race is existential. Training frontier AI models costs billions.

Anthropic has raised tens of billions and needs to keep raising because each generation of Claude costs more to train. If a funding round fails or investors lose confidence, Anthropic can't compete at the frontier.

The company is in a spending war with OpenAI (backed by Microsoft) and Google (with DeepMind) — two of the richest companies in history.

Being second in consumer awareness hurts. ChatGPT is a household name.

Claude is not. Most non-technical people have never heard of Anthropic.

This matters because consumer brand recognition drives enterprise adoption — CIOs buy what they've heard of. Anthropic has to fight for mindshare against a competitor with a massive head start in public awareness.

The safety-capabilities tension is real. Anthropic's entire brand is built on being the "safe" AI company.

But to stay competitive, they must build increasingly powerful models. Every capability improvement creates new risks.

If Anthropic ships something that causes harm, the reputational damage is catastrophic because safety is their core promise. If they move too slowly, they become irrelevant.

GitPod

GitHub Codespaces, backed by Microsoft and GitHub's enormous distribution, was a direct competitor, and AWS stopped taking new Cloud9 customers in 2024, a sign of how tough the cloud IDE market was. Convincing developers to give up their carefully configured laptops proved hard.

Then AI coding tools threatened to make the whole category a feature. GitPod's answer was to reinvent itself as Ona, an AI agent platform, and ultimately to sell to OpenAI in 2026 rather than compete alone.

Anthropic

Claude is the flagship AI assistant — available via web app, mobile app, and API. Claude excels at long-document analysis, coding, writing, and reasoning.

Claude's context window runs to 1 million tokens on its largest-context models, which is thousands of pages in one go. The Claude API lets developers build applications powered by Claude.

Claude for Enterprise provides businesses with a private, secure deployment. Constitutional AI is Anthropic's research framework for training AI systems to be helpful, harmless, and honest — the safety methodology that differentiates Claude from competitors.

GitPod

Before 2025: cloud development environments, instant pre-configured workspaces defined in a .gitpod.yml file, with prebuilds and support for VS Code and JetBrains, plus a self-hosted enterprise option. As Ona (since September 2025): a platform for running software engineering AI agents in secure, sandboxed cloud environments, with VS Code in the browser and access from phone, tablet or laptop.

Since August 2026 the technology is part of OpenAI's Codex team.

Anthropic

Google ($3B+), Amazon ($8B), Spark Capital, Salesforce, Menlo Ventures, SK Telecom, Lightspeed

GitPod

Speedinvest led the $3 million seed in October 2020, with Crane Venture Partners and Vertex Ventures US. General Catalyst led a $13 million round in April 2021.

GitHub founder Tom Preston-Werner led the $25 million Series A in November 2022. Total funding was about $41 million.