Comment by pizlonator

Comment by pizlonator a day ago

5 replies

It seems that Anthropic's thesis is that vertical integration wins.

It's too soon to tell if that's true or not.

One of the features of vertical integration is that there will be folks complaining about it. Like the way folks would complain that it's impossible or hard to install macOS on anything other than a Mac, and impossible or hard to install anything other than macOS on a Mac. Yet, despite those complains, the Mac and macOS are successful. So: the fact that folks are complaining about Anthropic's vertical integration play does not mean that it won't be successful for them. It also doesn't mean that they are clueless

theshrike79 3 hours ago

The models are pretty much the same, the differentiation for the last few months have purely been in the tooling and harness around the models.

As it will continue to be. Unless we get a Opus-5 or GPT-6 that blows everything out of the water, all major progress will be in the UX/DX of the tools and what tools each harness will let the agent use and how.

For now Claude is the best at this, MS is trying to keep up with Copilot in VSCode and Codex ... exists.

anon84873628 21 hours ago

Interestingly, another front page article today is about Apple choosing to use Gemini for Siri.

A lot of the comments revolve around how much they will be locked in and how much the base models are commoditized.

Google is pretty clearly ok with being an infrastructure/service provider for all comers. Same is true for Open AI (especially via Azure?) I guess Anthropic does not want to compete like that.

  • mcintyre1994 19 hours ago

    Anthropic offer their API, including for tools like Opencode. It’s more expensive than Claude Code, but I don’t think it’s priced significantly differently to competitors. Obviously Apple aren’t paying API prices, and Google have a lot more to offer them, but I don’t think Anthropic would turn down that deal if they could have it. They have their models in AWS Bedrock too, and that is an option to auth with Claude Code.

    I think they do see vertical integration opportunities on product, but they definitely want to compete to power everything else too.

bloppe 21 hours ago

I, personally, will churn once my CC pro subscription is up. They're harshing my vibe.

They're probably losing money on each pro subscription so they probably won't miss me!

  • pizlonator 21 hours ago

    > They're probably losing money on each pro subscription so they probably won't miss me!

    looool

    Maybe the LLM thing will be profitable some day?