[lemax]

This take doesn't really highlight the fact that the most competitive foundational model companies are innovative application builders. Anthropic and OpenAI are vying for consumers to use their models by building these sort of super applications (ChatGPT, Claude) that can run code, plot graphs, spin up text editors, create geographic maps, etc. These are well staffed and strategically important areas of their businesses. There's competition to attract consumers to these apps and they will grow more capable and commoditize more compliments along the way. Who needs Jasper when you can edit copy in ChatGPT, or an AI python notebook app, or, now, Cursor?