Is Claude Code really what makes them money, or is it their models? Both? Neither? Do they believe that owning the harness (Claude Code) itself will lead to si

Is Claude Code really what makes them money, or is it their models? Both? Neither? Do they believe that owning the harness (Claude Code) itself will lead to significantly more money? I can sort of see that, but I wouldn't think they are necessarily betting on it? I use Anthropic's models wherever, whenever I can, be it cursor, copilot, you name it. I can't stand Claude Code for some reason, but I'll kill for those models. On the other hand, I've seen some non-tech people have their "Holy shit!" moment with Claude Co-work (which I personally haven't tried yet) — and that's a market I can see them want to hold on to to branch out of the dev niche. The same moment happened when they tried their excel integration — they were completely mindblown.