I believe ChatGPT or Anthropic are both trying to be the "everything store" - whatever that may look like - of this brave new world. Call it a "business OS" and/or "life OS", they're clearly aware that research alone won't win dominance, and signs have been cropping up for the last year: Cowork, Research to Artifact pipelines, Dots/Instinct/Muse-esque personal assistant alternatives.
But the counterpoint still translates here: Amazon did not start with 1000 warehouses (i.e. Anthropic's debt obligations) and _then_ race to build a marketplace that would fill them with everything under the sun. It started lean and mean, and I suspect the Anthropic-killer will do the same.
But the counterpoint still translates here: Amazon did not start with 1000 warehouses (i.e. Anthropic's debt obligations) and _then_ race to build a marketplace that would fill them with everything under the sun. It started lean and mean, and I suspect the Anthropic-killer will do the same.