Anthropic is back and cementing its place as the creator of the best coding models—bravo!
With Claude Code, the goal is clearly to take a slice of Cursor and its competitors' market share. I expected this to happen eventually.
The app layer has barely any moat, so any successful app with the potential to generate significant revenue will eventually be absorbed by foundation model companies in their quest for growth and profits.
With Claude Code, the goal is clearly to take a slice of Cursor and its competitors' market share. I expected this to happen eventually.
The app layer has barely any moat, so any successful app with the potential to generate significant revenue will eventually be absorbed by foundation model companies in their quest for growth and profits.