În afara temei aiqbench
Această știre a fost preluată de la o sursă pe care o urmărim, dar nu ține de domeniul AI sau cuantic, așa că nu există o perspectivă aiqbench pentru ea.
Anthropic and General Catalyst: the market is mispricing resilience
Markets price the cost of resilience before its value. That leaves a blind spot around companies built to grow through disruption.
In 2001, Amazon’s stock had fallen roughly 95% from its peak and many of its dotcom peers were in liquidation. But Amazon had spent 1999 building fulfillment capacity far ahead of demand, expanding from 300,000 square feet to more than five million. When the crash came, that excess capacity gave Amazon optionality. It opened its network to other retailers and independent sellers, turning idle warehouse space into a platform business. Resilience is a growth asset that markets still price as an…
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