Comment by Karrot_Kream

10 hours ago

You definitely do. Do you think Anthropic isn't working with thousands of users an hour? They're struggling to keep up with the scale and their ability to create a stable platform is, well, existential for them. Do you think Anthropic isn't a startup? The pace of their feature rollouts is exponential.

Even in areas where startups aren't literally creating new product categories like the foundational model providers, the edge of a startup over a more established business is the speed at which they can provide value. What's the point of buying CoolCo when you can go with L&M Inc. that has thousands of headcount working on your feature. The value prop of CoolCo is that CoolCo can roll out a feature in the time it takes L&M to make a detailed specification and a quarterly planning doc breaking down the roadmap and the order of feature implementation.