Microsoft is seeking to commoditize its complements, but Anthropic has a point of integration of their own; it's good enough that Microsoft is making a new bundle on top of it.
It used to be a one-year strategic plan. You would lay out, 'Okay, we're going to do this, we're going to do that.' Now you're like, 'All right, let's go see if you can make this work, two days later. And it works.'
We think it's an unfortunate bind to be in, and it creates a lot of uncertainty on how to proceed in leveraging Anthropic. Some of our customers are in the same bind as well.
A compelling false narrative, once viral, cannot be overturned by facts — you must accept that and play the long game instead of fighting the story with evidence.
1w ago
Underscored — save the words that stop you in your tracks.
