Skills are specific, contextual, and persistent (stateful) whereas LLMs are not

It isn't between llm and skill, it's between agent and skill. Orgs that invest in skills will duplicate what they could do once in an agent. Orgs that "buy" skills from a provider will need to endlessly tweak them. Multiskill workflows will have semantic layer mismatches.

Skill is a great sleight of hand for Anthropic to get people to think Claude Code is a platform. There is no there there. Orgs will figure this out.

Cheers.