Sundheim: Anthropic Pivoted to Enterprise After Failing to Gain Consumer Traction
Dan Sundheim · Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best · Feb 24, 2026 · at 20:24
Dan Sundheim, CIO of D1 Capital Partners, contrasts OpenAI's broad horizontal market strategy with Anthropic's enterprise specialization.
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“Anthropa took a different approach and just said, we are going to focus on enterprise. They tried consumer early on, but it became clear they didn't have traction, so then they just went all in the enterprise.”
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