I'm happy to give my identity to Anthropic and crush my competition with irrational fear about privacy and personal data. This is a serious competitive advantage and a moat.
Losing privacy has ZERO downsides for ordinary people. Nobody cares about your data. Literally, put all your life on a YouTube channel and see how many views that Video will get. ZERO.
Irrational fears (especially if it's conspiratorial) => Sub-optimal decision.
Just like Buffett, Bezos, my strategy is simple -- go against firms that are making irrational decision. It's the same framework to adopt cloud, AI and many frontier technologies and disrupt
Given they have laughable uptime and I have yet to find a useful project mostly written by claude... I doubt it.