Thinking about this a little more -> "nature of LLMs and intelligence"

Bloated apps are a material disadvantage. If I'm in a competitive industry that slow down alone can mean failure. The only thing Claude Code has going for it now is the loss making $200 month subsidy. Is there any conceivable GUI overlay that Anthropic or OpenAI can add to make their software better than the current terminal apps? Sure, for certain edge cases, but then why isn't the user building those themselves? 24 months ago we could have said that's too hard, but that isn't the case in 2026.

Microsoft added all of this stuff in to Windows, and it's a 5 alarm fire. Stuff that used to be usable is a mess and really slow. Running linux with Claude Code, Codex, or Pi is clearly superior to having a Windows device with neither (if it wasn't possible to run these in Windows; just a hypothetical.)

From the business/enterprise perspective - there is no single most important thing, but having an environment that is reliable and predictable is high up there. Monday morning, an the Anthropic API endpoint is down, uh oh! In the longer term, businesses will really want to control both the model and the software that interfaces with it.

If the end game is just the same as talking to the Star Trek computer, and competitors are narrowing gaps rather than widening them (e.g. Anthropic and OpenAI releases models minutes from each other now, Chinese frontier models getting closer in capability not further), then it is really hard to see how either company achieves a vertical lock down.

We could actually move down the stack, and then the real problem for OpenAI and Anthropic is nVidia. 2030, the data center expansion is bust, nVidia starts selling all of these cards to consumers directly and has a huge financial incentive to make sure the performant local models exist. Everyone in the semiconductor supply chain below nvidia only cares about keeping sales going, so it stops with them.

Maybe nvidia is the real winner?

Also is it just me or does it now feel like hn comments are just talking to a future LLM?