Anthropic just made its first acquisition in company history, and it’s not what anyone expected. They didn’t buy more training data, or a model startup, or a shiny app. They bought Bun — a JavaScript runtime. The plumbing. The unsexy infrastructure layer powering Claude Code, the tool Malcolm and thousands of developers now use daily.Why? Because Claude Code has already hit $1B in annualized revenue within 6 months, becoming one of the fastest enterprise software ramps ever. Companies like Netflix, Spotify, KPMG, L'Oréal, and Salesforce already rely on it. And under the hood, all the execution — the tests, retries, code runs — is powered by Bun. If Bun breaks, Claude Code breaks.In this episode, Malcolm breaks down why Anthropic had to buy Bun, what this means for the future of AI agents, and why this marks the end of the chatbot era and the beginning of the execution era.You’ll learn:What Bun actually is — and why speed mattersWhy Anthropic can’t rely on an external open-source runtimeHow vertical integration mirrors Apple’s M-series chip strategyWhy agents need ultra-fast runtimes to test, evaluate, and fix codeWhat Anthropic is really building with Claude + Claude Code + Agent SDK + BunWhy 2025 will be the year AI stops chatting and starts workingWhat workflows you should build now to prepareMalcolm also explains the strategic contrast between Anthropic’s vertical platform and OpenAI’s horizontal feature ecosystem.This episode is a must-listen for anyone using AI tools in development, operations, automation, or business processes.Live from Bregenz — Malcolm out.Key Topics Covered🔹 1. What is Bun & Why It MattersJavaScript runtimes translate code into machine actionsNode.js dominated for 15 yearsBun rebuilt from scratch for speed + efficiencySpeed is essential for AI agents that repeatedly test & run codeEvery millisecond affects user experience🔹 2. The Revenue Explosion Behind Claude CodeReleased ~6 months agoAlready at $1B annualized revenueOne of the fastest software ramps everAdopted by Netflix, Spotify, KPMG, L'Oréal, SalesforceAI coding assistants becoming default engineering infrastructure🔹 3. Why Anthropic HAD to Buy BunBun is open-source → unpredictable futureRisk of price changes, pivots, shutdownsBun disappearing would break Claude CodeAcquisition secures Anthropic’s operational backboneTeam remains intact, project remains open source🔹 4. Anthropic’s Vertical Integration StrategyComparable to Apple ditching Intel & building M-series chips:Claude → the AI brainClaude Code → code interfaceAgent SDK → autonomous execution layerBun → runtime foundationThis is the full stack for AI agents.🔹 5. The Death of the Chatbot EraMalcolm argues:Chatbots = old paradigmFuture = AI that does work, not generates textAgents will:write codedeploy systemsfix bugsrun operationsintegrate APIsautomate entire workflowsBun = the “conveyor belt” on which thousands of agents run in parallel.🔹 6. OpenAI vs Anthropic StrategyOpenAI → horizontal expansion (video, images, shopping, chat)Anthropic → deep vertical stack for agents & code executionAnthropic is building the operating system for AI agents.💬 Notable Quotes "If Bun breaks, Claude Code breaks. That’s why Anthropic had to buy it.""This is Anthropic pulling an Apple — controlling the full stack for speed.""This acquisition signals the end of the chatbot era.""AI is moving from chatting to doing. From text to execution.""While everyone else optimizes prompts, Anthropic is building the factory floor for agents.""They just bought the fastest conveyor belt in the world for AI agents."🔗 LINKS — Where to Find MalcolmLinkedIn: https://www.linkedin.com/in/malcolmwerchota/ Website: https://www.werchota.ai/ YouTube: https://www.youtube.com/@werchota X (Twitter): https://x.com/malcolmwerchota Facebook: https://www.facebook.com/people/AI-Cookbook-by-Malcolm-Werchota/61580362300250/?sk=reels_tab Instagram: https://www.instagram.com/malcolmwerchotaai/ TikTok: https://www.tiktok.com/malcolmwerchota📬 ContactDirect: [email protected] Podcast Team: [email protected]🎓 AI Fit Academy CTABecome AI-productive in 2 weeks. Ship First. Study Later. https://www.werchota.ai/ai-fit-academy

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