alt Hacker NewsHaving 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.
Replies
Couldn’t their excellent model and coding experience generate another excellent coding CLI tool?
> tens of billions of dollars to train
Source??
> 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.
The moat seems rather small right now. There are 7 different companies represented in the top 10 models on openrouter.