Anthropic added ~$11B ARR in one month which is more than the combined 10-year build of Palantir, Snowflake, and Databricks (which employed tens of thousands collectively). No precedent in capitalism history. SaaS/cloud created $5–10T value over decades, yet one model company matched the output of the top three recent SaaS giants instantly. Growth rates (500%+ ...

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Link :
https://www.nextbigfuture.com/2026/05/key-ai-perspective-clarity-about-who-is-and-will-win-and-why.html