Comment Comment by lelanthran > I think anthropic with its enterprise strategy and google with its integration in everything have a bit of a moat.But... Anthropic doesn't have a moat. It's clear at this point that SOTA models are not a moat, and Opus 4.6-level (or GLM 5.2) is sufficient.Google, though... they own the entire vertical, from the semiconductors to the end-user software. They may have a moat. parent lelanthran 3 months ago
But... Anthropic doesn't have a moat. It's clear at this point that SOTA models are not a moat, and Opus 4.6-level (or GLM 5.2) is sufficient.
Google, though... they own the entire vertical, from the semiconductors to the end-user software. They may have a moat.