You definitely do. Do you think Anthropic isn't working with thousands of users an hour? They're struggling to keep up with the scale and their ability to create a stable platform is, well, existential for them. Do you think Anthropic isn't a startup? The pace of their feature rollouts is exponential.

Even in areas where startups aren't literally creating new product categories like the foundational model providers, the edge of a startup over a more established business is the speed at which they can provide value. What's the point of buying CoolCo when you can go with L&M Inc. that has thousands of headcount working on your feature. The value prop of CoolCo is that CoolCo can roll out a feature in the time it takes L&M to make a detailed specification and a quarterly planning doc breaking down the roadmap and the order of feature implementation.