[rsanek]

They're losing their benchmark lead to those companies. But no chance that your average user is even aware of Anthropic, much less OSS models. The brand is mostly fine IMO, it's the product that needs to catch up.

[deaux]

You conveniently left out their main competitor, Google, there.

[verdverm]

The problem for the brand is that the product is lagging, I've already heard it from people IRL

Their brand is not ok based on what I've heard, certainly no moat