Model companies are starting to cannibalize their api customers's business cases. Shows that the regular avenues of revenue growth are slowing down

It just shows that they hired a lot of productive people and gave them a lot of autonomy. Google went through a protracted period of this, culminating in the "more wood behind fewer arrows" mandate in 2011 where they decided to shutter stagnating, abandoned, or distraction efforts.

I expect that Anthropic will have success in some of their side hustles if they're reinforced by the model ecosystem and double down on them, but you should also expect that at some point in the future we will talk about the "Anthropic Graveyard".

Vertical integration was always in the cards, unfortunately.

Whiteboarding is the main thing I do in my AI build processes outside of Claude - if they can do it native + multiplayer, it's going to be a huge UX improvement for a lot of users.

> Shows that the regular avenues of revenue growth are slowing down

Why does it show that? Maybe they have tens of billions of dollars and the bandwidth to do more.

Which will cause customers to leave. Good thing I just bought a fresh batch of popcorn from Costco.