[credit_guy]

The moat is compute.

In my case, I always use Opus 4.6 in my work, but quite often I get a 504 error, and that's quite annoying. I get errors like that with Gemini too. I can't estimate if I'd get a similar number of errors with ChatGPT, since I use it very infrequently.

But imagine that at some point one of the big 3 (OpenAI, Anthropic, Google) gets very high availability, while the others have very poor availability. Then people would switch to them, even if their models were a bit worse.

Now, OpenAI has been building like crazy, and contracting for future builds like crazy too. Google has very deep pockets, so they'll probably have enough compute to stay in the game. But I fear that Anthropic will not be able to match OpenAI and Google in terms of datacenter build, so it's only a matter of time (and not a lot of time) until they'll be in a pretty tight spot.