that's a real stretch. WeWork was in a business that had already been commoditized (e.g. Regus) for decades.
Anthropic is in a business that didn't exist 3 years ago.
Selling subscription productivity tools is a business that has existed for decades if not centuries. Just because their product is new does not mean their business is.
> Anthropic is in a business that didn't exist 3 years ago.
but it's already commoditized.
And is already commoditizing. If not already commoditized
Yes it is a newer business but doesn’t change the fact that models are trending towards a commodity. And that’s a huge problem for the business model on offer.