Tomasz Tunguz, MD @ Theory
Anthropic's 1,374% YoY revenue growth, largest data center commitments ($518B), and pricing power in AI models position it as a cloud infrastructure player comparable to AWS, Azure, and GCP—suggesting it could reach Azure's scale in ~3 years at current growth rates.
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Topics: AI Infrastructure · Enterprise Software
Published by Tomasz Tunguz · their site ↗
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