Menlo Ventures' Murphy: Platform Play, Not Model Moat, Defines AI Startup Winners
Anthropic's $47B revenue run rate in May reflects a shift from model-centric to platform-centric competition, according to Menlo Ventures investor Matt Murphy.
Anthropic's $47B revenue run rate in May reflects a shift from model-centric to platform-centric competition, according to Menlo Ventures investor Matt Murphy.