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by OleksandrC
8 days ago
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The article makes a point about agent harnesses being sticky (the supposed moat). I have been building my own agent harness for a while, and I can tell with confidence that the harness almost does not matter, the entirety of the AI magic is the model itself. The harness can be almost barebones (like, for example, mini-swe-agent used for benchmarks), and yet the model still does the task just fine. So from my perspective, it's doubtful that this is the moat. Besides, for example, Claude Code in particular is so buggy (and always has been). |
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He talks about this in another recent essay https://stratechery.com/2026/anthropics-safety-superpower/
> If you own the user touchpoint, then you have meaningful lock-in, and the best way to own the user touchpoint is to be the canvas for everything they need to do. This, by extension, means that the frontier labs are on a collision course with software companies: it’s software that owns the user touchpoint, and it’s in the frontier labs’ long-term interest to not simply be a commodity input into software but to simply replace software outright.