tae kim
@firstadopter
"Key Context" Substack covering AI & chips. Reached #1# new bestseller first 24 hrs
Subscribe
Tell the truth. Be accurate. Be right
参加 October 2008
10.1K フォロー中 108.8K ファン
Which side of the SpaceX–Anthropic deal is the more valuable business with a more durable competitive advantage or moat?
The answer is obvious. It's Anthropic.
One of these companies has to pay the other billions of dollars a month in order to generate any revenue at all.
