Small print.
Wide open.

Table of Contents

Collaborators  are  AI  designed  to  be  embedded  where  work  gets  done,  and  our  aim  is  to  continue  extending 
them to knowledge workers globally, a population that is estimated to exceed one billion in 2028.4

Claude  Code.  The  clearest  manifestation  of  Virtual  Collaborators  today  is  Claude  Code,  our  coding  agent  and 
the product we believe has most concretely defined what autonomous AI work looks like. Claude Code shifted 
the market’s understanding of what an AI system could do in collaboration with software developers: the model 
suggests  the  next  line  of  code  and  goes  further  by  planning,  writing,  testing,  and  debugging—a  process  that 
results in production-grade code. Within months of its release, autonomous coding became the reference point 
for measuring the progress of frontier AI. For enterprise AI use cases, we believe the launch of Claude Code was 
comparable  in  its  impact  to  the  introduction  of  the  first  widely  adopted  conversational  AI  assistants.  What 
makes  Claude  Code  a  Virtual  Collaborator  is  its  sustained  reasoning,  a  harness  that  translates  intent  into 
actions, an execution environment that maintains a persistent state whether on a developer’s machine or in a 
sandboxed  cloud  environment,  integration  with  existing  tools  and  systems,  and  a  user-friendly  interface.  Its 
uses are highly varied and often surprising: for example, NASA engineers used Claude Code to plan and write 
navigation commands for the Mars Perseverance rover, resulting in the first AI-planned drive on Mars.

Software  developers  are  powerful  advocates  for  Claude—they  understand  how  systems  work,  have  credibility 
evaluating technical tools, and often serve as internal champions for adopting new technologies. Winning their 
trust creates a foundation for broader diffusion of Virtual Collaborators across enterprise workforces. We are 
already  seeing  this  pattern  play  out  with  non-technical  teams  increasingly  adopting  Claude  Code  and  Claude 
Cowork to manage their own workflows.

Claude Cowork. All digital work is ultimately an expression of code, and Claude’s mastery of it powers Virtual 
Collaborators capable of handling complex work far beyond software development. Claude Cowork extends the 
same  agentic  architecture  of  Claude  Code  to  knowledge  workers  broadly  by  translating  a  user’s  intent  into 
completed work, autonomously reading files, navigating applications, and executing multi-step workflows on a 
user’s  desktop  while  the  underlying  code  is  abstracted  away.  By  extending  beyond  Claude  Code  with 
applications purpose-built for specific professions and industry verticals, we accelerate Claude’s diffusion into 
new categories of knowledge work and deepen our presence across the enterprise. As of September 30, 2026, 
adoption  of  Claude  Cowork,  which  we  made  available  as  a  research  preview  in  January  2026,  outpaced  the 
adoption Claude Code achieved at the equivalent point following its research preview release in February 2025. 
In September 2026, we began merging Claude Cowork and Claude.ai, bringing agentic and conversational work 
into a unified application. Users can now move from a simple question to complex, multi-step tasks in the same 
conversation. 

Extending Virtual Collaborators. We believe the trajectory for Virtual Collaborators is clear and accelerating. 
Each  generation  of  Claude  models  has  expanded  along  multiple  dimensions:  the  depth  and  rigor  of  their 
reasoning, the duration and autonomy of the work they can sustain, the complexity of tasks they can complete, 
and  the  volume  of  useful  output  they  can  produce. Capability  evaluations  and  benchmarking  have  shown 
substantial  improvements  across  Claude  model  versions  in  the  duration  and  complexity  of  tasks  that  can  be 
completed reliably, with more recent model versions demonstrating particularly significant advances. 

We  are  building  towards  a  world  where  Claude  can  be  given  open-ended  tasks  lasting  hours,  days,  or  weeks, 
and  then  execute  them  autonomously  with  the  judgment  and  initiative  of  a  brilliant  colleague.  Ultimately, 
millions  of  Virtual  Collaborators  can  run  in  parallel,  each  working  independently  on  unrelated  problems  or 
collaborating  seamlessly  to  achieve  a  shared  objective.  The  result  is  something  without  historical  precedent: 
what  we  refer  to  as  a  country  of  geniuses  in  a  data  center,  available  to  every  organization  and  sector  of  the 
economy.

Enterprise Adoption of Claude

The  speed  and  depth  of  our  enterprise  customer  adoption  are  powerful  evidence  of  Claude’s  position  at  the 
frontier of AI. Our customer base as of September 30, 2026 includes:

• More than 11,900 customers with $100,000 or more of revenue on a TTM basis; 

• More than 1,900 customers with $1 million or more of revenue on a TTM basis; and

4 IDC, Worldwide Developer Population Growth Forecast, 2025–2029, doc # US53789825, September 2025.

8