Can Anthropic survive?
Let's say, generously for the sake of argument, that Anthropic "wins" with the use of LLMs in tech itself. Claude Code, cloud agents, yada yada
Is there actually even a large enough TAM to rescue Anthropic financially?
I am absolutely certain Anthropic's model gains are only supported by throwing more compute at queries. That can't last forever
Is Anthropic in a materially better position than OpenAI? How does the financing work with Google and Amazon?
If the answers are not good - what happens next?
If anyone can link to analysis, including things Ed has posted, I'd like to read it