[RussianCow]

> the moat any single org has is somewhat limited

I disagree. The models are going to become commodities (we're already almost there), but the tooling and integrations will be the moat. Reproducing everything Anthropic has already built with Claude Code, Cowork, and all their connectors would be nontrivial, and they're just getting started.

Anyone can implement an AI chatbot. But few will be able to provide AI that's deeply integrated into our daily lives.

[HWR_14]

How would it be nontrivial? Assuming the AI can replace a programmer "reproduce app/api/ecosystem Y" is just tokens. And a negligible amount for trillion dollar companies that have their own data centers.

[KronisLV]

> Reproducing everything Anthropic has already built with Claude Code, Cowork, and all their connectors would be nontrivial, and they're just getting started.

They're one org with presumably some specific direction. As the actual models get better, expect a large part of the dev community iterating on tools way more easily, sometimes ones that Anthropic doesn't quite have an equivalent to - for example, just recently Cline released their Kanban solution to dish out tasks to agents (https://cline.bot/kanban), OpenCode has been around for a while for the agentic stuff (https://opencode.ai/) and now has a desktop and web version as well, alongside dozens of others. Cline and KiloCode also have decent browser automation.

I will admit that everyone working on everything at the same time definitely means limitless reinvention of the wheel and some genuinely good initiatives dying off along the way (I personally liked RooCode more than both the Cline and KiloCode for Visual Studio Code, sad to see them go), but I doubt we're gonna see a lack of software. Maybe a lack of good software, though; not like Anthropic or any org has any moat there either, since they're under the additional pressure of having to do a shitload of PR and release new models and keep up appearances, compared to your average dev just pushing to GitHub (unless they want corporate money, in which case they do need some polish).

[drivebyhooting]

Didn’t Anthropic vibe code all of those integrations? If AI coding is as useful and successful as it is touted, then those integration should be no moat at all.