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Vishu Bheda
ย โขย
Medialย โขย 22d
๐ถ๐ณ ๐๐ถ๐บ ๐ฐ๐ผ๐ผ๐ธ ๐ต๐ฎ๐ฑ ๐ฎ๐ฐ๐พ๐๐ถ๐ฟ๐ฒ๐ฑ ๐ฎ๐ป๐๐ต๐ฟ๐ผ๐ฝ๐ถ๐ฐ ๐ถ๐ป ๐ฒ๐ฎ๐ฟ๐น๐ ๐ฎ๐ฌ๐ฎ๐ฐ it would've been the tech play of the decade. but now? itโs too late. anthropicโs already exploded. from $1B to $3B revenue in 5 months. thatโs not growth. thatโs warp speed. and the engine? enterprise ai + code generation. this isnโt some niche ai startup. anthropic is doing what openai did โ just faster. 300% revenue jump in 8 months = ~500% annualized. same playbook. different outcome. by march 2025, they were worth $62B. but that numberโs outdated by the time youโre done reading this. this isnโt a race anymore. this is a regime shift. anthropic, openai, and xAI arenโt just building ai tools โ they're building the next bigtech. full-stack ai companies from day 1. b2b, enterprise, biotech, education, even health โ theyโre coming for it all. appleโs too slow. googleโs too safe. microsoftโs locked in. but anthropic? itโs lean and specialized. and hereโs the scary part โ they havenโt even started the real show yet. the ceo warned ai could wipe out half of all entry-level white-collar jobs. 10โ20% unemployment in a few years. not a movie. not a tweet. an actual quote from a real office in san francisco. but even thatโs not the plot twist. the twist is: this new class of ai companies might outgrow the old bigtech... before the old bigtech even finishes reacting.
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