Thursday Thoughts: Why Anthropic Is the Next AWS, but Potentially Worse

Anthropic and AWS are both, underneath everything else, infrastructure providers renting out specialized compute. But the sharper parallel is behavioral — both built a thriving ecosystem, then started eating pieces of it. Claude Design blindsiding Figma and Canva looks a lot like AWS's Elasticsearch moment, except it's happening at a pace AWS never approached, and one layer higher up the stack.

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