Debunking the $5,000 Claude Code Loss Myth
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The reported $5,000 loss per Claude Code user is based on retail markups rather than actual compute costs, masking the fact that Anthropic's inference is likely profitable.
Context: The New Moat in the Age of AI
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In an era of commoditized AI intelligence, the true competitive advantage and value lie in the context and connections that enable agents to function.
In the AI Red Ocean, Moats and Distribution Beat Differentiation
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In today’s AI-fueled red ocean, differentiation dies fast—only distribution and deep moats endure.