An Overview of Marc Chaikin's "Project Tengu" Prediction

Anthropic is surging...

The AI company raised $30 billion in February 2026 at a $380 billion post-money valuation, more than double its valuation just months earlier.

In addition, the company's annualized revenue climbed to $14 billion, after revenue last year reached roughly $10 billion. As Fortune magazine put it...

Artificial intelligence company Anthropic [has cemented] its position alongside rival OpenAI and Elon Musk's SpaceX in a trio of the world's most valuable startups that investors will be watching closely this year to see if they will become publicly traded on Wall Street.

And its customer roster is impressive...

Goldman Sachs (GS) has been working with Anthropic for six months to co-develop autonomous AI agents using Claude, with the bank's chief information officer calling it a "digital coworker" for accounting, compliance, and client onboarding.

NASA's Jet Propulsion Laboratory used Claude to plot a route for the Perseverance Mars rover... marking the first time an AI model has driven a vehicle on another planet.

And Spotify Technology (SPOT) uses Claude Code through an internal system called Honk to ship code... Co-CEO Gustav Söderström even told Wall Street analysts in February that the company's best developers "have not written a single line of code since December."

The fact is that "Project Tengu" was no ordinary product launch. Instead, it's likely the beginning of the biggest white-collar job disruption since the personal computer. The Wall Street Journal even coined a new term:

They call it getting "Claude-pilled."

It's the moment software engineers, executives and investors turn their work over to Anthropic's Claude AI – and then witness a thinking machine of shocking capability, even in an age awash in powerful artificial-intelligence tools.

This technology has already started wiping out entire categories of work. We've been writing about the AI revolution and its inevitable effect on American society for a while now...

Marc points to layoffs that have hit Oracle, Amazon, and others as companies retool around AI.

And he warns that the bigger blow will come when the next model arrives... As Marc said in his exclusive interview:

[Nvidia CEO Jensen] Huang believes the technology behind this innovation "is going to cause the world's GDP to become $500 trillion."

Now, this may come true… and if it does, it will likely become the greatest wealth-building opportunity in modern history…

But it's going to destroy thousands of jobs, companies, and even entire business models in the process.

In the months ahead, expect a big move in the stocks that benefit from agentic AI... as well as those companies that get displaced by it.

Anthropic May Be the World's Most Important AI Company

Rival AI company OpenAI and its ChatGPT assistant still get most of the headlines...

But behind the scenes, Anthropic is increasingly known in professional circles as the AI company that does the best work. And as the Wall Street Journal just reported:

Venture firms are concentrating huge bets in OpenAI and Anthropic, betting that their rapid growth rates will continue.

Anthropic, which is helmed by Chief Executive Dario Amodei, is projecting a $50 billion revenue run-rate, a forecast of annual revenue based on short-term sales, by the end of the second quarter, up from $9 billion at the end of 2025.

That's a massive jump from the $30 billion in revenue that Marc noted in his interview just weeks ago...

And it's more than triple what venture-capital funding platform Crunchbase reported in February:

Anthropic says its run-rate revenue is now over $14 billion, a figure it claims grew over 10x annually in each of the past three years since it "earned its first dollar in revenue."

The number of customers spending over $100,000 annually on Claude (as represented by run-rate revenue) has grown 7x in the past year, the company added.

Marc put that 10-fold historical growth rate in context in his interview...

• Google parent Alphabet (GOOGL) roughly doubled its revenues during its hypergrowth phase in the early 2000s.
• Nvidia (NVDA) doubled its revenue annually through the recent generative-AI build-out.
• And OpenAI doubled or tripled revenues each year over the past three years.

The reason for Anthropic's massive sales growth is simple: It is increasingly focused on businesses that are doing real work in the real world.

For example, Goldman has been working for months with embedded Anthropic engineers to build agents for two specific workflows: reconciling trades and onboarding new clients.

The company's tech chief wants these AI agents to be thought of as "digital coworkers for many of the professions within the firm that are scaled, are complex and very process intensive." And as CNBC reported:

Goldman Sachs CEO David Solomon said in October that his bank was embarking on a multiyear plan to reorganize itself around generative AI, the technology that has made waves since the arrival of OpenAI's ChatGPT in late 2022. Even as investment banks like Goldman are experiencing surging revenue from trading and advisory activities, it will seek to "constrain headcount growth" amid the overhaul.

Anthropic deepened its push into finance. The company unveiled a set of purpose-built financial-services AI agents at a New York event, with Anthropic's CEO Dario Amodei sharing a stage for the first time with JPMorgan Chase (JPM) CEO Jamie Dimon.

Anthropic also pulled back the curtain on its production deployments... Financial giants JPMorgan Chase, Goldman Sachs, Citi (C), AIG (AIG), and Visa (V) are all running Claude in some part of their operations.

Meanwhile, Anthropic put up another $300 million as part of a $1.5 billion joint venture with private-equity ("PE") firms Blackstone (BX) and Hellman & Friedman, as well as Goldman Sachs, to bring Claude into midsized businesses – including each firm's PE-backed portfolio companies.

Even Meta Platforms (META) founder Mark Zuckerberg has been forced to acknowledge what Anthropic has built. Despite Meta's plans to spend upward of $145 billion on AI capital expenditures this year... it is actually testing some of its new AI tools with Anthropic models rather than its own.

Marc Chaikin's read on all this is that Anthropic is not just another AI lab. Banks, manufacturers, drugmakers, and government agencies are wiring Claude into their internal workflows.

The deeper Anthropic gets embedded, the more it becomes an operating system of sorts for corporate America.

Project Tengu and the Next "SaaSpocalypse"

Most investors think of AI as a productivity booster: a faster way to draft an email... a nifty image generator... and a search engine that directly answers a question instead of linking to a website...

Which, to be fair, is exactly how most consumers use it...

But the corporate reality is different. Inside companies, AI is starting to replace entire categories of paid software. And when an AI agent can fully replace a $50,000-per-year enterprise license, that recurring revenue goes to zero.

This was the core of the "SaaSpocalypse" that the market experienced earlier this year... a widespread sell-off in Software as a Service ("SaaS") stocks. These are companies that provide software through the cloud for a recurring subscription fee.

The market plunge was a response to the massive upgrade in AI capability, largely from Claude Cowork. Instead of requiring collaboration with a human, Claude Cowork became autonomous... able to create and edit files, execute multistep projects, and work seamlessly between applications.

And again, this was just the first "upgrade" of AI capability. AI is only going to get stronger (and smarter) from here.

Right now, you might think of Claude as a junior employee... You can assign it a task, and it can do most of the rest on its own. It can kick off subtasks, run other software, write its own code to fill gaps in its abilities, and check its own work. That's what "agentic AI" means.

According to Marc, the next leg of the SaaSpocalypse will come when Anthropic ships its next flagship model. As Marc said in his interview:

Anthropic says this is the most powerful model they've ever developed.

It's potentially so disruptive that right now it's only been made available to a select group of companies.

But it's only a matter of time until it hits the mainstream. And when it does, it could make the sell-off in February look like child's play.

If a $1 trillion market move is child's play, then how can an investor both profit and ensure that their portfolio is protected?

The "Pre-IPO Back Door" Into Anthropic

Most folks can't buy shares of Anthropic today. It's not yet public, for one.

More concerning, many of the shares that have traded on secondary markets to accredited investors are not necessarily valid. As the Wall Street Journal reported, Anthropic sparked "widespread panic" when it suggested some secondary investments could be worthless (emphasis added)...

The artificial-intelligence company updated a post on its website from February that had warned investors it won't recognize sales of Anthropic stock that haven't been approved by its board. The new addition was a list of "unauthorized firms" that facilitated such sales: Open Door Partners, Lionheart Ventures and Sydecar, plus Hiive and Forge for new offerings.

"Any sale or transfer of Anthropic stock, or any interest in Anthropic stock, offered by these firms is void and will not be recognized on our books and records," it wrote.

That doesn't mean there aren't options...

For example, Microsoft (MSFT) invested about $5 billion in Anthropic, Nvidia invested roughly $10 billion, and Amazon (AMZN) invested some $13 billion, along with the right to invest up to another $20 billion in the future.

The problem is that each of these companies is worth trillions.

Even if their Anthropic investments go up another 10-fold from here, it won't be enough to significantly move the needle on their overall performance.

Marc has a better solution. And he gave the name and ticker away for free during his exclusive interview, which you can watch here.

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