Is Anthropic's Coding Business Worth $2 Trillion? | Should American Enterprises Work With Open-Source Chinese Models? | Why 80–90% of Neo-Labs Die in the Next 18 Months? with Eno Reyes, Co-Founder @ Factory

Eno Reyes, Co-Founder and CTO of Factory, joins Harry Stebbings to discuss the rapidly evolving landscape of AI coding tools. The conversation covers whether Anthropic's coding business could reach a $2 trillion valuation, why the smartest AI models may also be the cheapest, and the fate of neo-labs in an overcrowded market. Other topics include the impact of continuous-learning models on platforms like Factory, whether American enterprises should work with open-source Chinese models, and how AI founders need to rethink what a great outcome looks like in this new era.