Yes it is a newer business but doesn’t change the fact that models are trending towards a commodity. And that’s a huge problem for the business model on offer.

Selling subscription productivity tools is a business that has existed for decades if not centuries. Just because their product is new does not mean their business is.

Its already commoditized. Thats why things like OpenRouter are useful and successful because it lets you route inference at the click of a button between different providers after balancing cost and availability. Exactly how commodities behave.

> Anthropic is in a business that didn't exist 3 years ago.

but it's already commoditized.

And is already commoditizing. If not already commoditized