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We both know that both revenue and especially valuation, especially for something with as little moat as software, can vanish overnight. This is a commodity mar
by throwaway27448 4mo ago
We both know that both revenue and especially valuation, especially for something with as little moat as software, can vanish overnight. This is a commodity market and anthropic is serving boutique software, and the market gets more crowded every day.
- boc 4mo agoSo you're arguing it's the Yogi Berra "Nobody goes there anymore, it's too crowded" of business models?