Re:Anthropic IPO
by tim333 on Thursday November 12, 2026 @08:35AM
(#50466869)
There are a lot of things that don't seem to have much moat like anyone can make a search engine, anyone can flip hamburgers but the likes of Google or McDonalds dominate by economies of scale and being better in some ways.
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Those two are interesting analogies because neither was anything close to being first to market. In both cases, they ended up dominating because they brought some new ideas to existing businesses.
It would argue that the real winner in AI probably hasn't even been founded yet, but will come later once the trailblazers have created the market, and someone else enters with fresh ideas about how to more efficiently exploit the market.