AI Dev Days | Anthropic & Google Anthropic's developer day was almost entirely focused on enterprise infrastructure: agents, memory, and state management. Google’s I/O updates pointed toward consumer experiences and broad adoption. For technology and investment leaders choosing which ecosystem to build on, that divergence can be a signal about where each lab thinks enterprise value will actually accrue. Catch the full conversation tomorrow on Season 3, Episode 5 of The Hedgineer Podcast hosted by Michael Watson and Jhanvi Virani. https://lnkd.in/gNAtQdUF New episodes every week. Find us wherever you listen, and catch the video version on YouTube and Spotify. Hedgineer.io #FundamentalResearch #InvestmentManagement #AIEngineering

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