星球日报
星球日报|May 06, 2026 01:55
[Anthropic CEO: Some Software Companies Will Completely Disappear, Technical Complexity Is No Longer a Moat] Odaily Planet Daily News – Anthropic CEO Dario Amodei stated yesterday at the company's event, *The Briefing*, that businesses can no longer rely on 'software complexity' as a moat to fend off competitors. Dario explained: 'If your moat is "our software is very complex, difficult to develop, and only we can write it, others cannot replicate it," then this advantage is disappearing. As for the overall fate of today's SaaS companies, I think it remains uncertain, but for individual companies, it is entirely possible for their market value to decline, go bankrupt, or even completely disappear, depending on how they respond to changes. Some existing companies will clearly recognize... these moats are disappearing, quickly transform, and may even perform better than before; but there will also be companies that fail to take these changes seriously, are caught off guard, and ultimately face very poor outcomes.'
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