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AI stalled?Data gaps stall AI.

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Meta and Microsoft Push to Kick Their Claude Habits

Meta Platforms and Microsoft, two of Anthropic’s biggest corporate customers, are working to cut their employees’ use of Claude, a challenge for the AI firm’s efforts to sustain its explosive growth. Microsoft executives earlier this year projected that the company was on track to spend at least $1 billion on its own internal use of Anthropic’s technology, according to two people with knowledge of the spending. Microsoft has since lowered that figure by more than a third, after it asked staff...

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Community Commentary

Donald ValentinaConsigliere
on… When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’
Fascinating. More like this please.
Zachary MagdovitzPartner, Co-FounderLorimer Ventures
on… When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’
Favorite read in a while.
Paul BaierCEOGai Insights
on… Anthropic and OpenAI’s Share of AI Startup Revenues Rises to 89%
The key question is weather profit concentration follows the same pattern as this revenue concentration. Apple, Microsoft and Google all has declining margin cost, so scale drove profit concentration. I assume this will occur in these market, but this hasn't yet been the case (likely token price increases by OpenAI and Anthropic next year post IPO will help).
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