[VirusNewbie]

Anthropic has one of the best moats of any business that's been created in the last 50 years.

Numerous companies have tried and failed competing with SoTA foundational models. If Anthropic had no moat, Apple and Meta wouldn't be paying them billions for coding asistance.

Meta, Amazon, Apple, and Nvidia would all have SoTA competitors to Claude. They all tried and have not produced a competitor.

Instead you have three companies that stand alone making billions from foundational models.

[zozbot234]

The open models are not far behind. Is it really a "moat" when it's so short lived and you need a brand new moat after six months? That's just ordinary competition.

[nbardy]

They are far behind. Go check re-swe bench to see the overfitting measured

Or just try to use them. They don’t generalize as well.

They are benchmaxxed.

[pragmatic]

They're the least incompetent in the space.

Big companies are handcuffed by Innovators Dilemna etc.