Having worked with some serious pieces of enterprise software, I don't think this is right. Anthropic is not going to perfect multi-vendor integrations, spin up a support team, and solution architect your problems for you. Enterprise software gets into the walls, and can be very hard to displace once deployed. If you build an LLM-wrapper resume parser, once you've got it into your client's workflows, they're going to find it hard to unembed it to replace it with raw Anthropic.
But if you did become a unicorn, It would suddenly become very easy to replace for anthropic, because they're the ones actually providing the sauce and can just replicate your efforts. So your window of opportunity is to be too small for anthropic to notice and get interested. That can't be called unicorn
That was the point he was making, at least that's how I understood it
