And we at SemiAnalysis only represents the tip of the iceberg. We track Claude Code Github Commits daily, and the image below represents what it looked like in Feb 2026 (Hint: Our daily tracker has is showing the line only going up further up and to the right since this publicly available chart in Feb). But we still think we are in the early innings.
The banks aren't using it. Enterprises are still figuring out how to use it effectively. Compliance and IT teams are still figuring out guardrails. The gap between "this is obviously useful" and "we've actually wired it into how our analysts work every day" is still massive at most places. (3/3)