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A look at Anthropic's success with corporate AI, which makes up ~80% of its revenue; a July report put its enterprise API market share at 32% vs. OpenAI's 25% (Asa Fitch/Wall Street Journal)

Asa Fitch / Wall Street Journal : A look at Anthropic's success with corporate AI, which makes up ~80% of its revenue; a July report ...

27 October 2025

The current AI investment boom will spark a "wildfire" that wipes out some companies, yet bolsters and enables others by unlocking GPUs, energy, and talent (Dion Lim/CEO Dinner Insights)

Dion Lim / CEO Dinner Insights:
The current AI investment boom will spark a “wildfire” that wipes out some companies, yet bolsters and enables others by unlocking GPUs, energy, and talent  —  AI won't crash—it will burn.  Like every tech cycle, the fire will clear the brush, redistribute talent, and leave infrastructure to power what comes next.

Posted from: this blog via Microsoft Power Automate.

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