[atombender]

Google Workspace replaced Microsoft Office. It has around 70% market share. Microsoft Office is still dominant in much of the traditional enterprise, but the moat is shrinking.

I can use Claude in Jetbrains IntelliJ and in Zed, I can use it with OpenCode, and there are lots of other agent tools. Everyone can build these tools around an LLM, and they're already being commodified.

The moat right now is the quality of the model, not the client. Opus is just so much better than the competitors, at least for now.

[yellowcake0]

Enterprise is what determines commoditization as that's where the lion's share of the revenue comes from. Maybe it will eventually happen to MS Office, maybe it won't, but until it happens it hasn't happened. Access to the full MS ecosystem, technical support and seamless integration, these things matter a lot to businesses, and I'm not even saying you're wrong, but I'm not convinced yet that something similar won't play out with coding agents.