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tyre 3 hours ago

Having a cutting edge model that requires tens of billions of dollars to train + a massive concentration of talent and experience + brand + one of, if not the best, coding experiences in Claude Code

These are all moats.

9cb14c1ec0 2 hours ago | parent | next [-]

The moat seems rather small right now. There are 7 different companies represented in the top 10 models on openrouter.

fermentation 3 hours ago | parent | prev | next [-]

Couldn’t their excellent model and coding experience generate another excellent coding CLI tool?

wasmainiac 3 hours ago | parent | prev | next [-]

> tens of billions of dollars to train

Source??

rconti 3 hours ago | parent | prev [-]

> cutting edge model that requires tens of billions of dollars to train

seems like there are a lot of those out there these days, and the costs are falling

> a massive concentration of talent and experience

Apparently 3000 employees? There's plenty of talent to be found elsewhere. Plus employees can be hired away.

> brand

meh.

> one of, if not the best, coding experiences

Seems easy enough to replicate, given how quickly they built it.