By this logic NVIDIA should cut off Claude, because Claude is reselling their GPU hours, when NVIDIA itself can do it.
IMHO, there are 3 types of products in current LLM space (excluding hardware):
* Model makers - OpenAI, Claude, Gemini
* Infra makers - Groq, together.ai and etc
* Product makers - Cursor, Windsurf and others
If Level 1 can block Level 3 this easily, that's a problem for industry in my book. Because there will be no trust between different types of companies, when there is no trust, some companies become monopoly with a bad behavior, bad for customers/users
Currently, the us government forces nvidia to cut all chinese companies out of their products. So definitely there are cases this happens. Is that also a problem in your book? Because if not, what is a problem in your book would be very subjective.
In the current example, we have a conglomerate between a level 1 (competitor) and a level 3 company, which lead this level 1 company to stop working with the specific level 3 company-part of the conglomerate. You cannot have your pie and eat it too. They could have chosen not to of course, but they chose this.
I think what would have been more problematic is if Antropic came to an exclusivity agreement with eg Cursor and then they made their models unavailable to all other platforms/products, in an attempt to monopolise the space. In this sense, the windsurf-openai relationship is what is actually problematic imo.
Grocery and department stores routinely have brands that compete with those they resell — but they’re not cut off for that. Eg, Kroger operates its own bakery and resells bread.
I am not saying that reselling does not happen, obviously there is. But this doesn't disallow a bakery to stop selling to Kroger for resale if they do not want to. A company makes their own assessment if such deals are good for them or not. Anthropic determined that this deal is not good for them.
Stores regularly sell boxes of things labelled "not for individual resale". Here, windsurf would be the shopkeeper selling individual chewing gum strips out of the big package of 10x 5 strips.
IMHO, there are 3 types of products in current LLM space (excluding hardware):
If Level 1 can block Level 3 this easily, that's a problem for industry in my book. Because there will be no trust between different types of companies, when there is no trust, some companies become monopoly with a bad behavior, bad for customers/users