[gwerbin]

> Will the big labs leave anything for external competition?

No, why would they if they have the choice?

> what happened to platformication of everything?

Business happened. The web works differently from how it used to. The users are different. LLM inference and AI tools is a different core product from search and ads. That, and we have the benefit of hindsight now. Maybe a Google newsroom would've actually been a good idea in 2006 in hindsight, who knows.

Also realistically you could say the same thing about Google Maps and Street View. That probably also killed some startups. Google isn't running a charity for startups.

[anon373839]

This was their play all along with their unethical data collection practices: let others use the APIs to discover the applications, then use the data against them to offer integrated solutions in every vertical of interest. Cursor, once Anthropic’s biggest customer, was one of the early ones they screwed.

They are also fighting for their lives because these insane valuations simply aren’t justified by being dumb pipes. Fortunately, open weights models are widely available and have crossed a threshold of usefulness that cements their place as good substitutes.

[csoups14]

Amazon Basics for Knowledge Work™

[wongarsu]

I guess the argument is that a tool built by a company with actual insight into and focus for financial services, with Anthropic as inference provider, would lead to more adoption and more use of Anthropic models. Something Anthropic could achieve either by just leaving things alone and having the best models, or alternatively by starting some kind of incubator or something. AWS might be a good model

The issue with that is obviously that most of the generated value would be captured by that company in the middle, while Anthropic would stay in the cost-conscious inference market.

[noitpmeder]

Why would anthropic at all prefer this approach when that middle man can switch and cost-arbitrage between countless other model providers.

We're not talking about what is best for the consumer (ex more competition to force iterations and improvements), but what Anthropic thinks is best for Anthropic.

[wongarsu]

Make up the lower margins by larger volume because you get much better market penetration. But you are right that this only works if you know the middle-men don't go to other model providers. That's where some kind of incubation program that provides capital or credits or whatever in return for long-term commitments might work

But I doubt staying a pure model provider is a winning move. It's a market nobody will win long-term. Almost all of the value to be captured isn't in inference APIs but in how to use them to generate business value. Claude Code was already the right approach, they "just" need to show they can repeat this for other kinds of tasks

[khuey]

> Almost all of the value to be captured isn't in inference APIs but in how to use them to generate business value.

If the business value can be generated with a few thousand words in a SKILL.md on top of a commoditized model it doesn't sound like that's a market anyone can win long-term either, and the business value is ultimately going to accrue elsewhere (the customer, the inference hardware provider, etc)

[ctoth]

I'm confused because I remember using Google News in 2006?

[suriya-ganesh]

there has been a product called Google News since 2002. It was only aggregating information from news channels