> their current moat is the fact that they're ahead
the problem is that they are not ahead. they are ahead on producing one-shot demos, which are useless party tricks, but when it comes to shipping real products these large models are just a big expensive waste of time and what you need is deterministic systems that integrate small efficient purpose built models in the places where they are actually the best solution for the problem.
the anthropic game plan was to wrap the entire software industry up in a magic box called "AI" and then rule the world but these people are delusional and their house of cards is rapidly collapsing. the technology is real, but they didn't invent it and they don't own it. it is kind of amazing to think of a $2T company with zero IP ... they didn't invent a single thing that they are selling, and for the most part they are implementing it worse, and serving it less efficiently than at least a half-dozen other competitors.
the problem is that they are not ahead. they are ahead on producing one-shot demos, which are useless party tricks, but when it comes to shipping real products these large models are just a big expensive waste of time and what you need is deterministic systems that integrate small efficient purpose built models in the places where they are actually the best solution for the problem.
the anthropic game plan was to wrap the entire software industry up in a magic box called "AI" and then rule the world but these people are delusional and their house of cards is rapidly collapsing. the technology is real, but they didn't invent it and they don't own it. it is kind of amazing to think of a $2T company with zero IP ... they didn't invent a single thing that they are selling, and for the most part they are implementing it worse, and serving it less efficiently than at least a half-dozen other competitors.