microsoft
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SemiAnalysis: Claude Code is the Inflection Point — 4% of GitHub Commits, Microsoft's Dilemma, and the $15T Information Work Apocalypse
SemiAnalysis: Claude Code now 4% of public GitHub commits, projected 20%+ by 2026. It's the real AI agent inflection point for all information work. Report also covers Microsoft's Azure vs. Office 365 dilemma & Anthropic's revenue surpassing OpenAI.