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Anthropic appears to have realized before OpenAI that code gen was an important enough market to specialize in. For now though, building smarter models / gener
by ethbr1 8mo ago
Anthropic appears to have realized before OpenAI that code gen was an important enough market to specialize in.
For now though, building smarter models / general integration tooling is a better us of model companies' capital.
Once/if performance gains plateau, expect you'll see them pivot right quick to in-house software factories for easily cloneable, large TAM product spaces, then spin off those products if they're successful.
- MontyCarloHall 8mo ago100% agreed. When/if that pivot happens will be the sign that gen-AI is truly disrupting the software market in a profound way. "You're using the model wrong/you're not using the latest model" is an oft-repeated argument against AI skeptics. Nobody knows how to use the latest models better than their developers.
- pydry 8mo agoFor the time being though, theyre going to build their in house software with electron because building native apps is hard.