Of course it is. Apple is taking that strategic approach. If Anthropic believes it’s approaching saturation, pulling the plug when it’s at steady state and its rivals are over-invested is the winning move.
Okay? Anthropic’s management and Board are uniquely insulated even by Silicon Valley standards.
> They just can't on their own decide to stop or slow down
Of course they can. Doubly so if it’s shareholder accretive in the long run.
There's very little comparison to be had here. Also, Anthropic likely have investors with way too much leverage for them to stop.
Maybe Apple is just waiting on the line until someone can be sucked up at a penny if the house is on fire - and pretty sure, this will happen. Not in 2027, but I expect MA activites & consoliation before 2030
That’s why they hire ‘for the misson’. They have to pull off something magical to make all this work financially or they go bust.