alt Hacker NewsI think this is possibly true, but the other piece of the equation is tooling. Right now, Anthropic has by far the best tooling around (for both SWEs and non-technical users), and a huge ecosystem of integrated ISVs. I'm not suggesting it will happen, but if Anthropic decided to provide options of using models beyond Claude, they'd still have a significant moat.
I dont know. The tooling feels trivial. I swapped from claude to codex and back with zero friction. If they were very expensive to me personally I would probably just use them to build the harness and then plug Kimi into it etc.