[ethbr1]

Anthropic appears to have realized before OpenAI that code gen was an important enough market to specialize in.

For now though, building smarter models / general integration tooling is a better us of model companies' capital.

Once/if performance gains plateau, expect you'll see them pivot right quick to in-house software factories for easily cloneable, large TAM product spaces, then spin off those products if they're successful.

[MontyCarloHall]

100% agreed. When/if that pivot happens will be the sign that gen-AI is truly disrupting the software market in a profound way. "You're using the model wrong/you're not using the latest model" is an oft-repeated argument against AI skeptics. Nobody knows how to use the latest models better than their developers.

[pydry]

For the time being though, theyre going to build their in house software with electron because building native apps is hard.