> That doesn’t require continent-scale anything.

Wha???

There are 13 companies in <<total>>, on the <<entire planet>>, that make more than that: https://companiesmarketcap.com/largest-companies-by-revenue/

Most of those needed decades to reach this point.

Anthropic has a near-clone in OpenAI (and vice versa). There are multiple smaller competitors, several much cheaper (especially the Chinese models).

Anthropic obviously needs continent-scale balance sheets, I would argue "multiple continent-scale balance sheets", since Google & co make their money by selling everywhere except for China.

Anthropic and OpenAI are never entering China on a massive scale. US relations with Europe are deteriorating and LLMs are <<massive> risks in an adversarial relation so it's not inconceivable Europe at some point starts marginalizing US tech companies, at least LLM labs. I imagine India will want to do something similar at some point.

Where exactly is Anthropic going to make all that steady revenue from, if it can't break out of coding and cybersecurity? Even worse, both those markets are super tech savvy so those cheap rivals are even more dangerous. One slip up the next 5+ years and Anthropic is history.