# Industry

- [Meta Avocado Is Closed-Source. The Llama Era Might Be Over.](https://sdd.sh/2026/05/meta-avocado-is-closed-source.-the-llama-era-might-be-over..md): Meta's next flagship model has been delayed twice, benchmarks below GPT-5.5 and Claude Opus 4.7, and unlike Llama — it won't be open-sourced. Meta is reportedly considering licensing Google Gemini as a stopgap. The open-source AI story Meta spent two years building is quietly unraveling.
- [Claude Code at $2.5B ARR: How a Terminal Agent Outpaced Every AI IDE](https://sdd.sh/2026/05/claude-code-at-2.5b-arr-how-a-terminal-agent-outpaced-every-ai-ide.md): Claude Code hit $1B ARR in six months after launch — faster than Slack, Zoom, or any AI coding competitor. By February 2026 it had crossed $2.5B, accounting for more than half of all Anthropic enterprise spending. Here's what those numbers actually mean for the AI coding market.
- [Anthropic Hits $30B ARR and Overtakes OpenAI: What the Revenue Rocket Means for Claude Code](https://sdd.sh/2026/04/anthropic-hits-30b-arr-and-overtakes-openai-what-the-revenue-rocket-means-for-claude-code.md): Anthropic just reported a $30 billion annual run rate — up 3x from $9B just four months ago — and overtook OpenAI in revenue. With a CoreWeave infrastructure deal, a Broadcom/Google TPU compute agreement, and 1,000+ enterprise customers spending over $1M per year, the company building Claude Code is now the fastest-growing software company in history. Here is what that means for the tools you use.
- [SDD Is Eating Software Engineering: The Methodology That Went From Blog Post to Industry Movement](https://sdd.sh/2026/04/sdd-is-eating-software-engineering-the-methodology-that-went-from-blog-post-to-industry-movement.md): Spec-Driven Development has crossed from niche methodology to recognized category — with 30+ competing frameworks, a conference track at Agentic Conf Hamburg, AWS Kiro as the first commercial SDD IDE, and enterprise backing from McKinsey and Anthropic's own trend reports. Here's what's happening and what it means.
- [From Vibe Coding to Agentic Engineering: The Paradigm Shift That Outran Its Own Branding](https://sdd.sh/2026/03/from-vibe-coding-to-agentic-engineering-the-paradigm-shift-that-outran-its-own-branding.md): Andrej Karpathy coined 'vibe coding' on February 2, 2025. Collins Dictionary named it Word of the Year. Then Karpathy declared it passé and replaced it with 'agentic engineering.' Here's what happened in the 13 months between the tweet and the paradigm shift.