Dario Amodei has been accused of wanting Anthropic to be the last AI company standing.

I think that understates the ambition.

The endgame is Anthropic being the ONLY company standing - because it has achieved AGI.

To be clear, this isn't uniquely an Anthropic thesis. Sam Altman at OpenAI, Google, Microsoft and the other frontier labs are all effectively operating on the same strategic assumption: the company that cracks AGI first could acquire a structural advantage so overwhelming that everyone else is left behind.

The race isn't simply to build the best AI model.

It is to avoid being the company that doesn't build AGI.

If AGI can out-research, out-develop, out-sell, out-deliver and out-service humans across virtually every market sector, then Anthropic doesn't just build the technology.

It becomes the competitor to everyone.

Every industry. Every business model. Every value chain.

Other companies don't lose because Anthropic acquires them. They lose because they can no longer compete.

Governments still matter in that world - but largely because someone has to manage the social and economic consequences for everyone displaced by the system.

And this is where the AI industry's earlier predictions about mass white- and blue-collar job losses become interesting.

Those predictions weren't merely forecasts. They were part of the investment pitch that helped attract billions from VCs and enterprises.

Now some of those predictions are being softened.

So perhaps the question isn't whether AI companies want to replace your job.

Perhaps the bigger question is: what happens when the company that builds AGI can replace the company you work for?

That is a very different concentration-of-power problem.

#AI

#AGI

#FutureOfWork

#Power

#CorporateStrategy