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by Bnjoroge 105 days ago
what are the implications for the tens of code review platforms that have recently raised on sky high valuations?
2 comments

Same as all the other companies that built on top of the API and then were obsoleted after the API provider made it a built-in feature.

https://finance.yahoo.com/news/claude-just-killed-startup-sf...

I'm guessing people need to quickly realize Claude is a platform.
bitter lesson applied to platforms
Reminds me of a post here (or maybe it was on another forum) about someone who built a tool for their own use but deliberately chose not to develop it into a product, citing insufficient moat. Seems like they read the room correctly.
There might still be plenty of room to compete, especially at $15-$25 per review. I'm starting to feel like the right harness makes more difference than the right model.

The real competition for both claude and the platforms is a skill running locally against the very same code.

agree on it potentially being a big market, just not sure it's big enough for multiple unicorn startups trying to justify their valuation. competing on price, especially when code review is the main bottleneck seems misguided imo