It's a very unpragmatic decision and will likely lead to the entire industry getting slapped with utility regulation (if it can even survive). Akin to power plants that would only power factories in the 1880s.
There is no secret sauce, no moat. Many of Antropic's larger clients could build and serve better models if they wanted. They just cynically decided that coding, without a world model, and at high cost is the most important thing, they will find out quickly Google passes them how wrong they were.
They don't even have basic system visibility, the industry is far to immature to monopolize.
There is no secret sauce, no moat. Many of Antropic's larger clients could build and serve better models if they wanted. They just cynically decided that coding, without a world model, and at high cost is the most important thing, they will find out quickly Google passes them how wrong they were.
They don't even have basic system visibility, the industry is far to immature to monopolize.