[sghiassy]

I always wonder what type of moat systems / business like these have

edit: referring to Anthropic and the like

[kristianp]

Subsidized plans that are only for their Agent (Claude Code). Fine tuning their models to work best with their agent. But it's not much of a moat once every leading model is great at tool calling.

[rglynn]

Capital, both social and economic.

Also data, see https://news.ycombinator.com/item?id=46637328

[bschwarz]

The only moat in all of this is capital.

[DerSaidin]

Is it a moat if new start ups avoid competing in the space because there is inherently no moat?

[mellosouls]

Its open source. Where does it say he wants to monetise it?

[keyle]

None, basically.

[xcodevn]

I do think Claude Code as a tool gave Anthropic some advantages over others. They have plan mode, todolist, askUserQuestion tools, hooks, etc., which greatly extend Opus's capabilities. Agree that others (Codex, Cursor) also quickly copy these features, but this is the nature of the race, and Anthropic has to keep innovating to maintain its edge over others