ASMG Return RateAnthropic is a very significant negative for Microsoft. On one hand, Microsoft is deeply tied to OpenAI, and Anthropic is OpenAI's biggest competitor. Additionally, this company's Claude product could bring deep transformation to the software open-source field and potentially disrupt SaaS software. Microsoft's revenue path has become blurred and uncertain. The market's investment strategy towards Microsoft is now undergoing a structural change, which is completely different from Meta.
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