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Same with cars. Half the battle is sometimes just unscrewing an old bolt that hasn't been touched in 10+ years without breaking it, or getting the rusted on rotors to come off.

> The models themselves are the problem -- most large US companies are not going to touch them.

Can you expand on this?


Some suits with no understanding of how LLMs work are scared that the models might hack them, or believe that they'd have to send data to China because they do not know that open models can be run on your own infra.

By "cost" I think the parent means the provider's own costs, not the cost of inference to the customer. The cost of land, labor, and electricity are significantly lower in China than in the US.

> Qwen 3.7 models run by providers in EU, US, & Singapore that OpenCode FAQ claims don't use retained data for training.

Note: Alibaba Cloud is the only company that currently offers Qwen 3.7 models (they haven't released any open weight versions yet), and according to OpenRouter, they retain prompts for an unknown period. So they might not explicitly use your data for training, but they do store it indefinitely on their servers and can potentially[0] use it for all sorts of other purposes.

[0]: Disclaimer: I haven't read their privacy policy. Just pointing out that it's not so simple.


Product management is its own skill, and few true domain expects have it. Without some form of PM, the resulting software will end up a mess due to poor UX, too much bloat, etc.

I think AI is going to force most software engineers to pick up this skill in some form. Building is easy; knowing what to build is the hard part.


That ship has sailed. Anyone who works in a field is now considered a domain expert (or "SME") even if they're nothing of the sort. There should ideally be another term that's a superset, but I doubt it would ever catch on.

If you need mobile check deposit, you can only do that from a mobile device.


Sure, if you're made of money. For the rest of us, AMD gives you more bang for your buck. Though in this market, it's hard to argue that any of them give you good value.


> the moat any single org has is somewhat limited

I disagree. The models are going to become commodities (we're already almost there), but the tooling and integrations will be the moat. Reproducing everything Anthropic has already built with Claude Code, Cowork, and all their connectors would be nontrivial, and they're just getting started.

Anyone can implement an AI chatbot. But few will be able to provide AI that's deeply integrated into our daily lives.


How would it be nontrivial? Assuming the AI can replace a programmer "reproduce app/api/ecosystem Y" is just tokens. And a negligible amount for trillion dollar companies that have their own data centers.


> Reproducing everything Anthropic has already built with Claude Code, Cowork, and all their connectors would be nontrivial, and they're just getting started.

They're one org with presumably some specific direction. As the actual models get better, expect a large part of the dev community iterating on tools way more easily, sometimes ones that Anthropic doesn't quite have an equivalent to - for example, just recently Cline released their Kanban solution to dish out tasks to agents (https://cline.bot/kanban), OpenCode has been around for a while for the agentic stuff (https://opencode.ai/) and now has a desktop and web version as well, alongside dozens of others. Cline and KiloCode also have decent browser automation.

I will admit that everyone working on everything at the same time definitely means limitless reinvention of the wheel and some genuinely good initiatives dying off along the way (I personally liked RooCode more than both the Cline and KiloCode for Visual Studio Code, sad to see them go), but I doubt we're gonna see a lack of software. Maybe a lack of good software, though; not like Anthropic or any org has any moat there either, since they're under the additional pressure of having to do a shitload of PR and release new models and keep up appearances, compared to your average dev just pushing to GitHub (unless they want corporate money, in which case they do need some polish).


Didn’t Anthropic vibe code all of those integrations? If AI coding is as useful and successful as it is touted, then those integration should be no moat at all.


But the fact that they've added an ad-supported tier this early into their life as a company means they're desperate for revenue. You start inserting ads when you're optimizing for profit, not when you're still growing. It took how long for Netflix to introduce an ad-supported plan?


when did netflix offer a free tier?


I didn't say free. They've had a highly discounted, ad-supported plan for a few years now. It's relevant because OpenAI also introduced a cheaper monthly plan that includes ads.


openai also has a free plan, which is the one used by >90% of its users. the cheaper monthly plan just provides higher limits.


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