Anthropic is building moat around theirs models with claude code, Agent SDK, containers, programmatic tool use, tool search, skills and more. Once you fully integrate you will not switch. Also being capital intensive is a form of moat.
I think we will end up with market similar to cloud computing. Few big players with great margins creating cartel.
I think we will end up with market similar to cloud computing. Few big players with great margins creating cartel.