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EDIT: Anyways, I think the best way to capitalize on the AI trend is not Anthropic, hyper-scalers or GPU providers - but it is with inference providers like DigitalOcean - DOCN or some other agentic inference provider and not the training / compute behemoths with shitty margins. When claude reaches 80% SWE-Bench - they'll realize its not profitable to train another model for 82 or 83% because it's no longer useful (as the constraint becomes business context - due to …
— ORIGINAL POST ·
Anthropic has literally no moat without AGI.
· r/stocks
· Jun 6, 2026