Anthropic's S-1 reignites the debate: rent intelligence or own it?
itsOmSarraf_ · x · 2026-11-03
Reacting to Anthropic's S-1 filing, investor Alok Goyal revisits Vivek Raghavan's question about a $40 trillion opportunity: will companies rent intelligence from a handful of global players, or find a way to own it? The framing cuts to the core business-model tension exposed by the filing.
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