Re:Anthropic IPO
by steveBK123 on Thursday November 12, 2026 @08:23AM
(#50466724)
The moat of backwards compatibility and plugins is why MS Office has survived decades of competitors without any appreciable loss of market share.
It's hard to see Anthropic replacing it, and even if so - why bother, the revenue is miniscule. They need 100 MS Offices for the compute contracts to pencil out.
It's hard to see Anthropic replacing it, and even if so - why bother, the revenue is miniscule. They need 100 MS Offices for the compute contracts to pencil out.