林晚晚的猫|Apr 09, 2026 07:07
Every time Claude rolls out a new feature, a bunch of AI startup founders lose their minds.
You gotta know, one of the hottest businesses in Silicon Valley over the past two years
has been selling 'supporting infrastructure' around AI agents,
with valuations easily starting at a billion dollars.
Yesterday, Anthropic launched Claude Managed Agents.
Congrats to those companies valued at hundreds of millions or even billions,
who worked hard for two years,
only to be wiped out overnight.
I checked out this new feature last night—it's purely B2B,
basically Anthropic helping businesses 'manage AI employees.'
Top-tier model companies are eating up everything.
Giants like OpenAI and Anthropic
are now both selling shovels and mining themselves.
The shovels keep getting cheaper, and the mines keep getting deeper.
Honestly, I don’t even want to learn AI anymore.
I just want to buy Anthropic stock.
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