News for hackers. Stuff that matters.
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.
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.
Re:Anthropic IPO by fg137 on Thursday November 12, 2026 @11:15AM (#50469791)
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.