[Vexs]

Observationally, for people that /aren't/ using models to code but to just do their white-collar job, claude.ai /is/ AI, now. The entire perspective for how to use AI is through claude skills, claude projects, claude cowork, etc. They've massively won the corp buy-in at the moment I believe.

[rad-b]

Fully agree, that’s how I see most of my less technical coworkers reason about using AI. “Is there a Claude skill for that?” is a question I hear multiple times a week.

I see a lot of comments (incl 2 sibling comments) are always discussing whether there is a moat on AI. We agree there is no technical moat, there is nothing that Anthropic or any other AI lab could do that wouldn’t be quickly offered by other competitors too. However, _market penetration is the moat_. The deeper Anthropic is in relationships with orgs, the higher the cost of switching. Sure, for an individual it’s a 2-second job, but for a business it’s actual work of changing permissions, provisions, updating vendors etc. Nothing catastrophic but still real work, implying that Anthropic would need to drop the ball significantly to be swapped out, and wouldn’t be just because there’s a competitor who does everything kinda the same for kinda the same price (or slightly less).

Moat can be in execution and not just in technology. McDonalds has no specific burger-making technology that no other restaurant can acquire, what they do have is a well-scaled execution. Sure, there are competitors, and sure there are new comers to the burger space with different recipes (e.g. smash) but that doesn’t mean McDonalds is going under. Market penetration is the moat.

[tart-lemonade]

People always underestimate the moat that is institutional agility/ossification. There may be no theoretical moat in software, but every time you switch HR or financial systems you find out the hard way just how many integrations have been built (directly or indirectly) around a specific way of thinking about organizational data imposed by the software containing it, all of which require significant rewrites for the new system's conceptualization. The costs of switching add up fast and the risks of delayed payments/paychecks significant, which is how you end up with companies paying $$$ for extended support on discontinued HR and financial software.

It's the same reason companies will pay for GSuite and O365 subscriptions concurrently because a handful of departments refuse to give up their desktop applications and others have Excel-based workflows that do not work in Google Sheets and do not care enough to learn Python or find someone in the company who can write a better system.

[lelanthran]

> The entire perspective for how to use AI is through claude skills, claude projects, claude cowork, etc

But as they have repeatedly pointed out, creating software is almost zero-cost now, so software cannot be a moat.

After all, all of the Claude software can be vibe-coded by any competitor; that's the dream that Anthropic has been selling anyway...

[rsoto2]

doesn't matter. that just means they've incentivized all competitors to enter the market and let's be honest none of their tools are that novel.

https://www.youtube.com/watch?v=2J2Fb1bBufA