[fizlebit]

The big bet here is that anthropic stays ahead of the curve and is the goto tool for businesses. The risk is disruption to that leader position, or that it can't sell all those tokens because the value/cost ratio is too lower for consumers of them. I suspect that disruption is the bigger risk because the tokens in my experience are valuable, so as they innovate we're betting the value of the tokens goes up and the cost comes down.