[throwaway13337]

These companies are engaged in a sort of AI dumping. Cheap inference below cost.

Price out competitors. Abuse your newfound dominance.

It's the big tech playbook.

I don't think it's going to work this time.

Tools like OpenClaw are an existential threat precisely because it allows the user control over their experience. The value in it cannot be captured by a monopoly.

LLMs don't seem to be a very good moat. At the same time, the software moat is eroding due to those same LLMs.

Telecom tech killed telecom dominance.

With some luck, Google tech will kill Google dominance.

[gck1]

Is that... Why Google released Antigravity, an IDE, no less, when even my non-tech dentist is using claude code in cli? And why Anthropic is pushing their desktop apps, skills, and all these integrations their models can build in a day?

Are they betting on their software, not their LLM deciding if they survive or not if competitive open source model is dropped? Oh boy, the market is going to have some fun times when realization hits.