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bluelightning2ktoday at 1:04 PM7 repliesview on HN

Reading these comments aren't we missing the obvious?

Claude Code is a lock in, where Anthropic takes all the value.

If the frontend and API are decoupled, they are one benchmark away from losing half their users.

Some other motivations: they want to capture the value. Even if it's unprofitable they can expect it to become vastly profitable as inference cost drops, efficiency improves, competitors die out etc. Or worst case build the dominant brand then reduce the quotas.

Then there's brand - when people talk about OpenCode they will occasionally specify "OpenCode (with Claude)" but frequently won't.

Then platform - at any point they can push any other service.

Look at the Apple comparison. Yes, the hardware and software are tuned and tested together. The analogy here is training the specific harness,caching the system prompt, switching models, etc.

But Apple also gets to charge Google $billions for being the default search engine. They get to sell apps. They get to sell cloud storage, and even somehow a TV. That's all super profitable.

At some point Claude Code will become an ecosystem with preferred cloud and database vendors, observability, code review agents, etc.


Replies

CuriouslyCtoday at 1:33 PM

Anthropic is going to be on the losing side with this. Models are too fungible, it's really about vibes, and Claude Code is far too fat and opinionated. Ironically, they're holding back innovation, and it's burning the loyalty the model team is earning.

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rurptoday at 3:28 PM

I don't think many are confused about why Anthropic wants to do this. The crux is that they appear to be making these changes solely for their own benefit at the expense of their users and people are upset.

There are parallels to the silly Metaverse hype wave from a few years ago. At the time I saw a surprising number of people defending the investment saying it was important for Facebook to control their own platform. Well sure it's beneficial for Facebook to control a platform, but that benefit is purely for the company and if anything it would harm current and future users. Unsurprisingly, the pitch to please think of this giant corporation's needs wasn't a compelling pitch in the end.

mccoybtoday at 3:32 PM

"Training the specific harness" is marginal -- it's obvious if you've used anything else. pi with Claude is as good as (even better! given the obvious care to context management in pi) as Claude Code with Claude.

This whole game is a bizarre battle.

In the future, many companies will have slightly different secret RL sauces. I'd want to use Gemini for documentation, Claude for design, Codex for planning, yada yada ... there will be no generalist take-all model, I just don't believe RL scaling works like that.

I'm not convinced that a single company can own the best performing model in all categories, I'm not even sure the economics make it feasible.

Good for us, of course.

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chasd00today at 7:36 PM

> At some point Claude Code will become an ecosystem with preferred cloud and database vendors, observability, code review agents, etc.

i've been wondering how anthropic is going to survive long term. If they could build out an infrastructure and services to complete with the hyperscalers but surfaced as a tool for claude to use then maybe. You pay Anthropic $20/user/month for ClaudeCode but also $100k/month to run your applications.

ksectoday at 5:33 PM

>Claude Code is a lock in, where Anthropic takes all the value.

I wouldn't all the value, but how else are you going to run the business? Allow other to take all the value you provide?

marscoptertoday at 5:53 PM

> Reading these comments aren't we missing the obvious?

AI companies: "You think you own that code?"

thenaturalisttoday at 1:14 PM

???

Use an API Key and there's no problem.

They literally put that in plain words in the ToS.

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