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I pay TMobile $100 a month but they aren't worth a trillion dollars.
by sethops1 6mo ago
I pay TMobile $100 a month but they aren't worth a trillion dollars.
- vovavili 6mo agoTMobile is effectively a monopolist in many US regions.
- shimman 6mo agoStill not worth a trillion dollars.
- lotsofpulp 6mo agoThere are no places in the US that Tmobile is the only wireless mobile network provider. While all 3 mobile network providers have weak coverage areas, Verizon is considered to have the most reach.
- dagss 6mo agoAnthropic's market is global and the US is 4.5% of the worlds population. Telcos are regional.
- aurareturn 6mo agoYes but Tmobile enterprise customers don't pay much more for plans. In fact, they may pay less because of volume. However, Anthropic can and will charge much more for enterprise customers.
- camdenreslink 6mo agoWhy will Anthropic be able to do that? That assumes there won't be competition and switching costs will be high. That doesn't seem to be the case to me.
- aurareturn 5mo agoThey're already doing it. There are reports of big companies like Meta spending hundreds of millions or billions on Claude tokens already.