The Big Sip
Image: Anthropic
Anthropic launched Skills on 16 October 2025, allowing users to package instructions, code, and reference documents into folders.
Claude loads these folders when relevant to tasks. The feature works across Claude AI, Claude Code, the API, and Agent SDK without requiring separate configuration for each use.
Anthropic projects that the feature will help triple revenue to $26 billion by 2026.
The company is monetizing enterprise customization by selling the ability to teach Claude company-specific procedures, brand guidelines, and compliance rules.
Will enterprises build Skills libraries, or will adoption lag like many low-code platforms?
Will OpenAI's AgentKit—launched 10 days earlier at DevDay on 6 October—capture the same enterprise budgets before Anthropic's Q4 sales cycle gains traction?
[Analysis] Anthropic official blog on Skills use cases — Rakuten's AI general manager Yusuke Kaji reports eight-fold productivity improvement in finance workflows, completing tasks that previously required a full day in just one hour by having Claude process multiple spreadsheets, catch anomalies, and generate reports using company procedures.
The timing is notable: OpenAI launched AgentKit at DevDay on 6 October, Oracle announced its AI Agent Marketplace on 14 October, and Anthropic dropped Skills two days later. All three companies are selling customizable AI that follows company-specific rules. Anthropic projects $19 billion in growth, believing that organized folders will compete with OpenAI's developer toolkit.