Mythos and Project Glasswing, The Year of Anthropic Continues Apace, Q&A on the NYT, Altman, De-globalization – Sharp Tech with Ben Thompson

Mythos and Project Glasswing, The Year of Anthropic Continues Apace, Q&A on the NYT, Altman, De-globalization – Sharp Tech with Ben Thompson

Bullish:

$ANTHROPIC - Anthropic has gained significant momentum in the enterprise AI market with superior coding capabilities and is winning major contracts, with revenue growth described as 'truly staggering'.
$NYT - The New York Times has successfully adapted to digital by becoming a destination site with direct subscriber relationships, avoiding aggregator competition and building a sustainable subscription business.

Bearish:

$MSFT - Microsoft's Copilot business is being disrupted by Anthropic's more aggressive approach to data integration, as Microsoft is constrained by enterprise security concerns while Anthropic can offer superior functionality.