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Industry Narratives

Anthropic market dominance and AI industry competitive consolidation

Analysis of Anthropic's rising market dominance reshaping competitive landscape and displacing other AI labs, examining consolidation dynamics in frontier AI infrastructure market.

19 posts · First seen 2026-02-23 · Last activity 2026-02-23
TimeAuthorPost
2026-02-23T21:27 @jordanschneider Bytedance and Ali https://t.co/6MqY3rBTg0 https://t.co/6xhG3GHeV7
2026-02-23T21:20 @ivanfioravanti Let me write it loud and clear: I hate the culture and way if doing business of Anthropic. Models can be amazing, Claude Code can be great, but they act like the dark side of AI 🤷🏻‍♂️
2026-02-23T21:16 @TheAhmadOsman CANCEL your Claude subscriptions Anthropic does not deserve your money Alternatives? - Codex - MiniMax M2.5 - GLM 5 - Kimi K2.5 Hit them where it matters, less money and less data https://t.co/pdHzJsDbqb https://t.co/FIZsLy5629
2026-02-23T21:06 @Brian_Stoffel_ The bottom line: * Almost no one disagrees: Anthropic can NOT step in for most of these companies today, at scale * What no one knows: will these models keep getting exponentially better? Answer that question and we'll know where the bottom is https://t.co/UbfI3krioS
2026-02-23T21:02 @TheAhmadOsman History will judge Dario Amodei and the people around him harshly, and deservedly so If you work at Anthropic, ask yourself honestly: are you building for your kids’ future, or just cashing a bigger check? Some decisions stick around a lot longer than the money does Do better
2026-02-23T20:47 @TheAhmadOsman History may not be kind to Dario Amodei and the people around him. If you work at Anthropic, ask yourself honestly: are you building for your kids’ future, or just cashing a bigger check? Some decisions stick around a lot longer than the money does.
2026-02-23T20:39 @ClementDelangue We need more competition and innovation spreading in AI, not less. Otherwise, we'll end up in a world controlled by a few companies, which would be very scary!
2026-02-23T20:25 @levelsio If you want to benefit from Claude taking down all the other companies Here's public companies you can buy stock of that own Anthropic: - Amazon - Google - Microsoft - Nvidia - Salesforce - SAP - Zoom https://t.co/1734S66AAE https://t.co/Sh2I3fkVoV
2026-02-23T20:20 @PatrickMoorhead Headed on @CNBCOvertime in a bit to talk $NVDA earnings, Cloud debt, and interesting AI companies I'm tracking. https://t.co/F6LkN3AUt6
2026-02-23T20:13 @TheAhmadOsman Anthropic is NERVOUS because they know what’s coming: - opensource AI will win - AGI will run local, not on their servers calling it now > be early > Buy a GPU > get ur hands dirty > learn how it works > you’ll thank yourself later bookmark this for later, it’s gonna be great https://t.co/prcsNMWKdJ
2026-02-23T20:12 @Miles_Brundage Does Wall Street have Anthropic psychosis? https://t.co/s4n0EELNDc
2026-02-23T20:10 @KobeissiLetter Anthropic is quite literally targeting a new trillion-dollar industry every day now. Every time a new Claude-based AI tool emerges, stocks in that industry are erasing $100B+ worth of market cap. The craziest part? We all know exactly what’s happening in real-time.
2026-02-23T20:03 @andrey_cheptsov You know some Anthropic employees are reading the official posts like 👀
2026-02-23T20:00 @ii_posts RT @rendernetwork: Emad Mostaque (@EMostaque), Founder & CEO of Intelligent Internet @ii_posts, is confirmed to take the stage at RenderCon…
2026-02-23T19:53 @KobeissiLetter The rise of Anthropic has meant the fall of many others, creating an increasingly dystopian competitive landscape. We have spent countless hours on this exact shift that we are all living today. Soon, we will publish an article explaining exactly what it all means. ↩ reply parent
2026-02-23T19:35 @Teknium @TheAhmadOsman So much twitter agreement today anthropic was the unifier of all of us today 🤗 ↩ reply parent
2026-02-23T19:23 @Orwelian84 in many ways Anthropic is not to different from America-- they do all the wrong things before finally coming around to doing it right. early claude 2.0 with their bs safety baked to 11 was a trash tier model, they pivoted, and now in many ways claude is less censored than OAI -- i expect this distillation anti-china hawkishness will be a similar phase that they will pass through before settling on a more stable profitable configuration ↩ reply parent
2026-02-23T18:04 @AndrewCurran_ The Dark Wizard Amodei has cast yet another curse upon the helpless market. https://t.co/maf3KSAM8O https://t.co/m8UJ3fA3MO
2026-02-23T17:50 @DanielleFong I don't want to join Anthropic necessarily, I just want access to whatever distribution a senior researcher gets internally. that would be the dream. claude ultramaxx
@jordanschneider 2026-02-23T21:27
@ivanfioravanti 2026-02-23T21:20
@TheAhmadOsman 2026-02-23T21:16
@Brian_Stoffel_ 2026-02-23T21:06
@TheAhmadOsman 2026-02-23T21:02
@TheAhmadOsman 2026-02-23T20:47
@ClementDelangue 2026-02-23T20:39
@levelsio 2026-02-23T20:25
@PatrickMoorhead 2026-02-23T20:20
@TheAhmadOsman 2026-02-23T20:13
@Miles_Brundage 2026-02-23T20:12
@KobeissiLetter 2026-02-23T20:10
@andrey_cheptsov 2026-02-23T20:03
@ii_posts 2026-02-23T20:00
@KobeissiLetter 2026-02-23T19:53
↩ reply parent
@Teknium 2026-02-23T19:35
↩ reply parent
@Orwelian84 2026-02-23T19:23
↩ reply parent
@AndrewCurran_ 2026-02-23T18:04
@DanielleFong 2026-02-23T17:50

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