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Re:Claude Sonnet 5 by throwaway27448 on Wednesday July 01, 2026 @11:38AM (#48748639)
We both know that both revenue and especially valuation, especially for something with as little moat as software, can vanish overnight. This is a commodity market and anthropic is serving boutique software, and the market gets more crowded every day.
Re:Claude Sonnet 5 by boc on Wednesday July 01, 2026 @01:05PM (#48750006)
So you're arguing it's the Yogi Berra "Nobody goes there anymore, it's too crowded" of business models?