alt Hacker Newsyeah, sure, look at anthropic revenue, what is it if not the moat? you can argue for how long but for them good model = the fastest growing company ever.
yeah, sure, look at anthropic revenue, what is it if not the moat? you can argue for how long but for them good model = the fastest growing company ever.
Revenue is not a metric of success at all.
Grabbing market-share if you have investors that are ready to burn cash infinetely. Find a hot niche, buy a banana 1 USD, sell it for 0.10 USD.
Example: Cursor, they became popular because they were selling ChatGPT unlimited for 20 USD / month.
When they launched, just a reskinned VS Code, "fastest growing AI company"
No coincidence they were bought by SpaceX, who wants to consolidate revenue even if non-sense as long it helps other investors to exit. It shows rapid growth.
Profit is the real moat.
One example: Nvidia. Proprietary tooling, proprietary IP, proprietary hardware, no alternative, expensive.