Re:Anthropic IPO
by fg137 on Thursday November 12, 2026 @09:13AM
(#50467495)
Many large enterprises don't use Claude.ai. All their traffic goes through an internal gateway that routes to Bedrock.
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Re:Anthropic IPO
by threetonesun on Thursday November 12, 2026 @09:48AM
(#50468205)
But many do, so price them according to that. This is like saying "my office doesn't use Microsoft". Sure, lots don't. Lots do, no one is questioning that Microsoft has a very viable long-term market there.
Except that claude does not nearly have a dominant position with enterprises like Microsoft does.
Re:Anthropic IPO
by internet101010 on Thursday November 12, 2026 @12:02PM
(#50470480)
For infra sure, but its dominance in other areas is quickly eroding. My org is super heavy Microsoft/Azure and we have all of their tools. Everyone making anything useful is using Claude + Databricks because it is a better experience for both builders and users by every measure and it isn't even a remotely close competition. Power BI and Copilot are a total wasteland. The only Microsoft program with any staying power is Excel.