the moat is the tool itself. You understand this after you start using it.
reply> You understand this after you start using it.
replyIts just amazing people that people talk about Anthropic and have never used it.
I think the very smart people already work at Google and the 40B buys some of the rest.
reply> I feel for 40B you can get a lot of very smart people and a lot of very good hardware to outcompete it
replyNah, see Meta
IMO: you are correct, which is why the valuation is only 350B and not significantly more.
reply25% ;)
replyNo, Google's market cap is $4.1T, over 10 times $350B.
replyThey mean Anthropic secondaries are trading at more than a trillion (allegedly)
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