[brookst]

I 100% agree with you except your framing makes it sound like the model providers are doing something wrong.

If I spend a ton of money money making the most amazing ceramic dinner plates ever and sell them to distributors for $10 each, and one distributor strikes gold in a market selling them at $100/plate, despite adding no value beyond distribution… hell yeah I’m cutting them off and selling direct.

I don’t really understand how it’s possible to see that in moral terms, let alone with the low-value partner somehow a victim.

[pbh101]

I don’t think it is at all clear that Windsurf adds zero value. Why do you think this is a helpful analogy?

[osigurdson]

The analogy is a bit like this. Imagine that there are 100 ceramic dinner plates for $6 each. Now someone comes in and buys them from you for $5 each - undercutting your margin. Then a 3rd company comes in and literally eats your lunch on your own ceramic dinner plates. The moral of the story is any story involving ceramic dinner plates is a good one, regardless of the utility of any analogy.