Deedy Das
speaker
881 appearances
1 recordings
1 series
first heard Nov 2025
last heard 14 Nov
Deedy Das’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Nov 2025 with 1.
Appearances
great.
I mean, there's... Is it sustainable?
I don't see why not.
I mean, I don't... I kind of will allude to the margin question, which is like, can Anthropic continue to do this strategy?
Which, you know, I'm not going to comment on the margins, but like, if you are...
trying to build out a enterprise-friendly business, there's like two broad approaches, right?
Like high customization and high price, which is usually less scalable.
And then you have low customization, low price, which is very, very scalable.
In a SaaS world, I guess it's a Slack Palantir continuum.
And so this is kind of different, but generally Anthropic wants to play here, where scale fast, keep it cheap,
Get everybody on it.
If we trust that most people or a significant number of people will stay on Claude if they continue to build products on top of it, then I think that's a win for the ecosystem and it's a win for Anthropic.
I don't see why they would care.
I...
I think the interesting thing, and again, I don't know what Anthropic's future plans are, but Ben Thompson obviously talks about this, is classic strategy, which is every time you own the means of production, you will end up getting into the markets that your users prefer.
use it you for and so the classic amazon example which is like first you are the market where people sell you find all the places that you can sell things that are commodity at high volume and then you start creating batteries and amazon branded batteries and then you push out a bunch of people who sell batteries so that that's a risk i think for those companies that use clod heavily and rely on clod to think about but at this point of time we're too early like i don't think anthropic is anywhere near thinking about that because you're still very much competing with other models on on that layer
like
like the discussion because I was at a dinner where somebody was talking about this kind of question.
And I was thinking about it more at that dinner.
And maybe this is an ill-formed thought, so feel free to push back.
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