[throwawaygmbno]

What is the advice from the internet?

Did you invest in Tesla and now invest in Open AI because who cares about ethics if you can make money?

Anthropic has the obviously the better product and were seemingly ethically better until they burnt their developer goodwill and started accepting Musk infrastructure.

But does having a better product actually translate to making more money?

Should I just lay down and die because there's no good choice when it comes to investing in this product they market as killing off people's livelihoods?

[ant6n]

Tesla used to be a kind of “ethical” play. They made electric cars cool.

[darkstar_16]

Tesla is still doing that. The CEO is a shithead but that's a different matter.

[tehlike]

You can sit this one out. There are many other opportunities to make money in the market. Ai build out is currently in play, and many names are rising accordinglym

[nradov]

If you're invested in any index funds or most mutual funds (including through your retirement account) then you can't really sit this one out. We're all going along for the ride, hold on tight.

[shaewest]

You're invested as much as you are in tesla already, palantir or any other unsavoury S&P500 company, you can't really pick political sides in a "all the top companies"

[DeathArrow]

>Anthropic has the obviously the better product

According to what metrics does Anthropic have the better product?

[SpicyLemonZest]

Reported number of business users, although as with all these metrics I feel obligated to emphasize the caveat that most analysis of the AI labs' finances is speculative. OpenAI remains dominant in the consumer chatbot space, but that's so obviously going to be commoditized that I don't think it matters.

[phil21]

Since the source code leak of Claud Code, is there an actual believable moat whatsoever any longer?

I’m not nearly an expert at any level, but it seems to me the models themselves are converging on “good enough” for coding, with the real differentiator being the harness and tooling.

From a bystander and casual user perspective it all seems running as fast as it can to commoditization to me.

I’m certainly the dumb money here so won’t be investing short or long for any of these. But I do find it interesting!

[bjt]

The Claude Code client source was never their moat. There are plenty of other companies with equivalent tools (gemini cli, cursor cli, augment, codex, etc.) The models that it talks to are far more important.

Not to say you're wrong about commoditization. I don't think these companies will be able to raise their prices and keep them there to make enough money to keep building models like they've been doing.

[orwin]

I disagree, Claude harness is the majority of its added value imho. I still use old Claude models over free models for the chain of thought and execution capacity, when free models have largely reached Sonnet 4.5 level and even surpassed it.