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On October 16, 2026, Hemant Taneja of Anthropic and Bob Sternfels of General Catalyst co-authored an article proposing the judgment that the market still treats resilience as an afterthought asset, when it is in fact a growth asset. The article cites examples including Amazon's conversion of excess warehousing capacity into a platform business in 2001, TSMC's Arizona fab matching Taiwan's yields starting in late 2024, and Aramco's East-West Pipeline coming into play within days after a disruption in the Strait of Hormuz, to show that four types of resilience—demand, supply chain, capital structure, and systems—can be measured in advance. The article also proposes that AI both disrupts existing business models and makes companies that adopt AI processes lower in operating costs and greater in room to adapt. Currently, this judgment was published by Fortune AI, and there are no subsequent factual developments.
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Anthropic and General Catalyst: The Market Is Mispricing Corporate ResilienceDevelopments
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Oct 16
Fortune AI
Anthropic and General Catalyst: The Market Is Mispricing Corporate Resilience
Anthropic's Hemant Taneja and General Catalyst's Bob Sternfels co-authored an article arguing that the market treats resilience as an afterthought, when it is in fact a growth asset. The article cites examples including Amazon's 2001 conversion of excess warehousing capacity into a platform business, TSMC's Arizona fab matching Taiwan's yields starting in late 2024, and Aramco's East-West Pipeline coming into play within days after a disruption in the Strait of Hormuz, to show that four types of resilience—demand, supply chain, capital structure, and systems—can be measured in advance. AI both disrupts existing business models and gives companies that adopt AI processes lower operating costs and more room to adapt.