38 ms·
Having 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 b
by tyre 8mo ago
Having 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 8mo ago> tens of billions of dollars to train Source??
- fermentation 8mo agoCouldn’t their excellent model and coding experience generate another excellent coding CLI tool?
- rconti 8mo 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 8mo agoThe moat seems rather small right now. There are 7 different companies represented in the top 10 models on openrouter.
- qudat 8mo agoHave you tried qwen3-coder-next? Model moats are going bye bye
- danny_codes 8mo 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 8mo agoIt's Microsofts moat and castle. Anthropic is renting a room.