TBH I was thinking moat in terms of enterprise customers so I think we're actually on the same page. The majority of (non-tech) companies do not want infrastructure-they want capabilities. If anthropic can drive adoption for agentic capabilities in enterprise _running on their anthropic's infra_, that can help keep anthropic customers inside their ecosystem as there would be switching costs.
For the B2C side, my gut is telling me that Anthropic couldn't care less about that market, at least for now, with their bot product.
For the B2C side, my gut is telling me that Anthropic couldn't care less about that market, at least for now, with their bot product.