Anthropic is entering everything as model margins may compress like cloud computing
ctjlewis · x · 2026-07-21
The quoted thread argues that the old VC question — “What if OpenAI or Anthropic enters this market?” — is now less convincing in a world where open-source models sit near the frontier.
It suggests that foundational model margins may compress toward commodity levels, similar to cloud computing, and that the value could shift to harnesses and applied products rather than the model layer itself.
The poster sums it up bluntly: Anthropic has already entered the “everything business.”
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