> Seems to me like the big winners will have know-how and some money to throw at AI.

What I find interesting about this is that Anthropic should be better equipped in terms of talent and token accessibility than any other company. Yet, it seems that this doesn't actually provide a fundamental advantage in terms of writing software yet. If I compare Claude Code with Pi, then I personally would prefer Pi over Claude Code, but even if one sees it the other way, I don't think there are many serious people who would say that Claude Code is by far a better harness than Pi. But Pi has a handful of people working on it with, from what I've gathered from reading Mario's and Armin's tweets, Claude Max subscriptions. So it doesn't seem as if throwing tokens at a problem is a major differentiator in creating software as of today.