Microsoft is deeply entwined in OpenAI and has obvious reasons to dogfood, yet their people are using Anthropic solutions.
replyValuation behemoth OpenAI has been forced by the market to use Anthropic standards a couple times, having no comparable solutions of their own.
… I can see it.
Anthropic's marketing somehow punches hard. Not sure why, but the stuff they do sticks. Not because the products are great, but because the way they communicate about it gives people the right feeling. They do have legitimately the best coding model now for most tasks, and for narrative prose, but the marketing stuck and people stan'd them even when they were trailing.
reply> Anthropic's marketing somehow punches hard. Not sure why
replyThe fish rots from the head and marketing depends on being relatable.
https://www.youtube.com/watch?v=qMAg8_yf9zA
Take a scroll through the comments.
Anthropic develops tools for developers and power users which are the actual people doing the evangelizing and marketing for them.
replyIt's Web 2.0 all over again. No moat, winner-take-all (economies-of-scale/network-effect). Just have to out-spend everyone else, and then figure out whether it was worth it all after you win.
replyHaving a cutting edge model that requires tens of billions of dollars to train + a massive concentration of talent and experience + brand + one of, if not the best, coding experiences in Claude Code
replyThese are all moats.
The moat seems rather small right now. There are 7 different companies represented in the top 10 models on openrouter.
replyCouldn’t their excellent model and coding experience generate another excellent coding CLI tool?
reply> tens of billions of dollars to train
replySource??
> cutting edge model that requires tens of billions of dollars to train
replyseems like there are a lot of those out there these days, and the costs are falling
> a massive concentration of talent and experience
Apparently 3000 employees? There's plenty of talent to be found elsewhere. Plus employees can be hired away.
> brand
meh.
> one of, if not the best, coding experiences
Seems easy enough to replicate, given how quickly they built it.
Ain't that for the entire ai field.
replyFOMO, pretty much
replyThey have a moat on hype.
replyAt least from the software engineer pleb perspective, their moat is that their tools seem to work well more often than not. I wasn't comfortable with the idea of using GitHub CoPilot as our GenAI solution at work, and apparently that was a widespread feeling, because we switched to Claude Code, and it's been a relatively smooth transition from manual coding to GenAI agentic loops.
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