We have like a dozen different LLM tools available to us and it's as easy as clicking on a dropdown to switch in every single one of them, and we have several thousand employees. Self-hosting with the cheaper OSS models is also becoming more and more attractive for larger orgs.

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mikestorrent 2 hours ago | parent | next [-]

That's just inference. Claude.ai is a platform that enterprise IT teams connect up to all kinds of other applications, and gets use beyond the claude code CLI. Non-developers get used to this functionality - whether it's their form-building stuff, artifacts, slides/presentations, etc... they're building an offering far beyond just inference. I agree the latter is a commodity now, though companies will compete on privacy options (ZDR, guaranteed confidentiality, etc)

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fg137 2 hours ago | parent [-]

Many large enterprises don't use Claude.ai. All their traffic goes through an internal gateway that routes to Bedrock. In addition, there is a whole ecosystem of LLM related infrastructure/tools deployed by "enterprise IT teams" where Anthropic barely has any presence.

	▲	threetonesun an hour ago \| parent [-]
		But many do, so price them according to that. This is like saying "my office doesn't use Microsoft". Sure, lots don't. Lots do, no one is questioning that Microsoft has a very viable long-term market there.

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fg137 2 hours ago | parent | prev [-]

Similar at my $(dayjob) and can confirm.