Foundation Models
AI
Markets
Foundation Models Cross the Chasm as Enterprise Wallets Shift to Anthropic
Andreessen Horowitz data documents mainstream adoption velocity for ChatGPT and Claude, but the real story is a structural power shift in enterprise AI spending that threatens thousands of smaller startups.
AI
The Intelligence Commodity Trap
As foundation models converge in capability, AI startups face a brutal question: who actually has a defensible moat when raw model performance no longer separates winners from losers?