Anthropic is turning its biggest weakness into a procurement roadmap, stitching together hyperscalers, chipmakers, and even SpaceX to solve compute scarcity
this is cool, we saw the same thing - anthropic publishing about google + amazon + spacex deals showing up in our briefings the same week, classic compute-scarcity-as-moat signal we keep tracking across 600+ VC newsletters
really helpful framing to make sense of what is going on.
this is cool, we saw the same thing - anthropic publishing about google + amazon + spacex deals showing up in our briefings the same week, classic compute-scarcity-as-moat signal we keep tracking across 600+ VC newsletters
What an article!