Why will Anthropic be able to do that? That assumes there won't be competition and switching costs will be high. That doesn't seem to be the case to me.
There are no places in the US that Tmobile is the only wireless mobile network provider. While all 3 mobile network providers have weak coverage areas, Verizon is considered to have the most reach.
Yes but Tmobile enterprise customers don't pay much more for plans. In fact, they may pay less because of volume.
However, Anthropic can and will charge much more for enterprise customers.
Why will Anthropic be able to do that? That assumes there won't be competition and switching costs will be high. That doesn't seem to be the case to me.
Anthropic's market is global and the US is 4.5% of the worlds population. Telcos are regional.
TMobile is effectively a monopolist in many US regions.
Still not worth a trillion dollars.
There are no places in the US that Tmobile is the only wireless mobile network provider. While all 3 mobile network providers have weak coverage areas, Verizon is considered to have the most reach.