AI Quarterly Growth Triples, Hitting a Ceiling: Why Anthropic Is Betting on the Enterprise Market
While indices flow smoothly, systems can only be built in steps. Quarterly demand has tripled and hit a ceiling, forcing a reassessment of SaaS’s competitive moat and a restructuring of the workforce; at the boundary between war and autonomy, the suppression of Mythos’s public release and two red lines are being called into question.