Wall Street's taking notice. Major institutional analysts are flagging the buzz around Anthropic's latest move—specifically how ClaudeCode paired with Cowork is reshaping investor conversations and weighing on software valuations.

The numbers tell an interesting story. OpenRouter's token activity is climbing fast—we're talking near-vertical growth here. But what really caught attention? The real-world impact. After the Cowork rollout, usage spiked so hard that the platform's flagship model hit rate limits and actually crashed under the load. That's not just hype—that's demand pressure that the infrastructure couldn't absorb.

It's a telling moment. When a product launch is powerful enough to break your systems, you know something's shifted in how developers and teams are approaching their workflow. The market's watching, and so are the investors.