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Anthropic at $1T: The Standard Oil Comparison Sticks

DEV Community·Max Quimby·22 days ago
#MojV0T4e
#community#ai#anthropic#market#framing#moat
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"Anthropic is just Standard Oil with better PR." That was David Sacks, the U.S. AI and crypto czar, on the May 8 All-In podcast — a thought experiment about what Rockefeller would have looked like if he'd renamed Standard Oil "Safe Oil" and pivoted the public conversation from monopoly to safety. The clip cleared 343k views by the next morning. The line itself isn't new — Sacks has been workshopping versions of it for months. What changed this week is that three independent kinds of evidence locked in at once and made the framing harder to dismiss as podcast theatre. 📖 Read the full version with charts and embedded sources on ComputeLeap → 💡 The bull case for Anthropic and the antitrust case for Anthropic are, this week, the same case. That's the thing to notice.…

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