Comment by Majromax
> Anthropic is protecting its huge asset: the Claude Code value chain
Why is that their “huge asset?” The genus of this complaint is that Opencode et al replace everything but the LLM, so it seems like the latter is the true “huge asset.”
If Clause Code is being offered at or near operational breakeven, I don’t see the advantage of lock-in. If it’s being offered at a subsidy, then it’s a hint that Claude Code itself is medium-term unsustainable.
“Training data” is a partial but not full explanation of the gap, since it’s not obviously clear to me how Anthropic can learn from Claude Code sessions but not OpenCode sessions.
If developers are using Claude code with it's quirks, Anthropic controls the backend LLM. If developers are using OpenCode, it's easy for developers to try different LLMs and maybe substitute it (temporarily or permanently). In an enterprise market, once they choose a tool they tend to stay with that even if it is not the best, the cost and timeframe of changing is too high. if developers could swap LLMs freely on their own tool that is big missed opportunity for Anthropic. Not a User friendly move, but the norm in Enterprise.
Right now, most enterprises are experimenting with different LLMs and once they chose they will be locked for a long time. If they cant can't chose because their coding agent doesn't let them they be locked to that.