[aerhardt]

Claude Design with Fable 5 is an absolute killer app that you’d have to pry from my cold dead hands.

I’m not an Anthropic fanboy - Codex has been my daily coding driver for the last year.

But my point is these companies are building app + model combos that are very sticky. Certainly not as much as an OS, but much more than the “there is no moat” crowd give them credit for.

[adam_arthur]

When they can sell that for tens of Billions a year against competition, they might have a financial case.

In reality, there will be many clones of Claude Design, especially if it gains big revenue traction.

Doubly so if you believe the narrative that coding and apps will be "free" and instant to create in the future.

[Maxatar]

There are soooo many clones of Adobe Photoshop including clones that run right in your browser, and yet people continue to pay Adobe hundreds of dollars a month because there's like one tiny tweak that Photoshop has, or some small mouse gesture that the clone doesn't completely replicate.

[albedoa]

I'm almost on board with what you're saying, except Photoshop had a two-decade advantage both in its technological advancement and in becoming the industry standard, including by infiltrating schools and being pirated by students who would become professionals. American AI companies don't have that gulf.