9 ms·
Absolutely wild valuation given their lack of a moat isn't it?
by IshKebab 9mo ago
Absolutely wild valuation given their lack of a moat isn't it?
- andrewmcwatters 9mo ago[dead]
- selfawareMammal 9mo agoAin't that for the entire ai field.
- hvb2 9mo agoFOMO, pretty much
- Hamuko 9mo agoThey have a moat on hype.
- tyre 9mo agoHaving a cutting edge model that requires tens of billions of dollars to train + a massive concentration of talent and experience + brand + one of, if not the best, coding experiences in Claude Code These are all moats.
- wasmainiac 9mo ago> tens of billions of dollars to train Source??
- fermentation 9mo agoCouldn’t their excellent model and coding experience generate another excellent coding CLI tool?
- rconti 9mo ago> cutting edge model that requires tens of billions of dollars to train seems like there are a lot of those out there these days, and the costs are falling > a massive concentration of talent and experience Apparently 3000 employees? There's plenty of talent to be found elsewhere. Plus employees can be hired away. > brand meh. > one of, if not the best, coding experiences Seems easy enough to replicate, given how quickly they built it.
- 9cb14c1ec0 9mo agoThe moat seems rather small right now. There are 7 different companies represented in the top 10 models on openrouter.
- qudat 9mo agoHave you tried qwen3-coder-next? Model moats are going bye bye
- danny_codes 9mo agoAh yes the 6m months of product development that’s mostly vibe coded. However will anyone build something better? It wouldn’t be surprising at all if in 2 months everyone has moved on to another harness. In fact I think it’s more likely than not
- Rapzid 9mo agoIt's Microsofts moat and castle. Anthropic is renting a room.
- nimchimpsky 9mo ago[dead]
- rconti 9mo agoIt's Web 2.0 all over again. No moat, winner-take-all (economies-of-scale/network-effect). Just have to out-spend everyone else, and then figure out whether it was worth it all after you win.
- bonesss 9mo agoMicrosoft is deeply entwined in OpenAI and has obvious reasons to dogfood, yet their people are using Anthropic solutions. Valuation behemoth OpenAI has been forced by the market to use Anthropic standards a couple times, having no comparable solutions of their own. … I can see it.
- CuriouslyC 9mo agoAnthropic's marketing somehow punches hard. Not sure why, but the stuff they do sticks. Not because the products are great, but because the way they communicate about it gives people the right feeling. They do have legitimately the best coding model now for most tasks, and for narrative prose, but the marketing stuck and people stan'd them even when they were trailing.
- LunaSea 9mo agoAnthropic develops tools for developers and power users which are the actual people doing the evangelizing and marketing for them.
- zemo 9mo ago> Anthropic's marketing somehow punches hard. Not sure why The fish rots from the head and marketing depends on being relatable. https://www.youtube.com/watch?v=qMAg8_yf9zA https://www.youtube.com/watch?v=qMAg8_yf9zA Take a scroll through the comments.
- lenerdenator 9mo agoAt least from the software engineer pleb perspective, their moat is that their tools seem to work well more often than not. I wasn't comfortable with the idea of using GitHub CoPilot as our GenAI solution at work, and apparently that was a widespread feeling, because we switched to Claude Code, and it's been a relatively smooth transition from manual coding to GenAI agentic loops.