These resource constraints create an extremely strong incentive for customers to try all competitors…this is what makes for the best products/services. When there’s no network effects it’s a fight over algorithms and compute and fundraising ability and we actually get real competition instead of natural monopolies.

This is the most exciting business fight of our time and I’m chomping popcorn with glee.

I think Anthropic is grossly overestimating the addressable market of a CLI tool, while also falsely believing they have a durable lead right now in their model, which I’m not so sure of. Also their treatment of their partners has been…shall we say…questionable. These are huge missteps at a time they should be instead hitting the gas harder imo.

They’re getting cocky. Would love to see a competitor to swoop in and eat their lunch.

They need to max valuation before hardware catches up and qwen3-coder can be run locally for free

It's easy to forget the product Anthropic are selling here, and throttling, is based on data they mostly pay little or no content fee for