Marc Benioff says Salesforce's investment in Anthropic was a plan B that could pay off in ‘tens of billions’
THE SO WHAT
Benioff framing Anthropic as a “plan B” that might be worth tens of billions shows how seriously large platforms now treat model equity as a strategic asset, not just a vendor contract. If you’re a major SaaS or infra player without upstream model exposure, your negotiating leverage in the next cycle may be structurally weaker.
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