Key AI Perspective – Clarity About Who is and Will Win and Why
by Brian Wang from NextBigFuture.com on (#75XKP)
Anthropic added ~$11B ARR in one month which is more than the combined 10-year build of Palantir, Snowflake, and Databricks (which employed tens of thousands collectively). No precedent in capitalism history. SaaS/cloud created $5-10T value over decades, yet one model company matched the output of the top three recent SaaS giants instantly. Growth rates (500%+ ...