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Anthropic CEO: Some software companies will completely disappear; technological complexity is no longer a moat.
Odaily Planet Daily reports that Anthropic CEO Dario Amodei stated at the company’s event The Briefing yesterday that companies can no longer rely on “software complexity” as a moat to fend off competitors.
Dario explained: “If your moat is ‘our software is very complex, difficult to develop, only we can write it, others cannot replicate it,’ then this advantage is disappearing. As for the overall fate of today’s SaaS companies, I think it remains uncertain, but for individual companies, they are entirely possible to see their market value decline, go bankrupt, or even disappear completely, depending on how they respond to changes. Some existing companies will very clearly see… that these moats are disappearing, so they quickly transform, and may even do better than before; but there are also some companies that will not pay attention to these changes, be caught off guard, and ultimately face very bad outcomes.”