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.
I thought Anthropic would fall after OpenAI, but they just might be racing to the bottom faster here.
I think you have it exactly backwards, and that "owning the stack" is going to be important. Yes the harness is important, yes the model is important, but developing the harness and model together is going to pay huge dividends.
The competition angle is interesting - we're already seeing models like Step-3.5-Flash advertise compatibility with Claude Code's harness as a feature. If Anthropic's restrictions push developers toward more open alternatives, they might inadvertently accelerate competitor adoption. The real question is whether the subscription model economics can sustain the development costs long-term while competitors offer more flexible terms.
the fat and opinionated has always been true for them (especially compared to openai), and to all appearances remains a feature rather than a bug. i can’t say the approach makes my heart sing, personally, but it absolutely has augured tremendous success among thought workers / the intelligensia