Your AI Vendor Is Becoming a Utility
Anthropic is becoming infrastructure. Plus the thirty-day question every AI stack needs answered.
The pattern is the point: a model company locking up compute, chips, and capital looks less like a software vendor and more like a utility in formation. Infrastructure providers negotiate differently than software startups. Longer horizons, more pricing power, customers who cannot easily leave. If a model provider becomes part cloud buyer, part chip designer, and part compute broker, the question for your stack is simple: how much of it is still actually interchangeable? The full issue is on Substack.
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