Best coding tool is what makes users use something, a good model is just a component of that.
I don't think "we have the current best model for coding" is a particularly good business proposition - even assuming it's true. Staying there looks like it's going to be a matter of throwing unsustainable amounts of money at training forever to stay ahead of the competition.
Meanwhile the coding tool part looks like it could actually be sticky. People get attached to UIs. People are more effective in the UIs they are experienced with. There's a plausible story that codeveloping the UI and model could result in a better model for that purpose (because it's fine tuned on the UIs interactions).
And independently "Claude Code" being the best coding tool around was great for brand recognition. "Open Code with the Opus 4.5 backend - no not the Claude subscription you can't use that - the API" won't be.
Best coding tool is what makes users use something, a good model is just a component of that.
I don't think "we have the current best model for coding" is a particularly good business proposition - even assuming it's true. Staying there looks like it's going to be a matter of throwing unsustainable amounts of money at training forever to stay ahead of the competition.
Meanwhile the coding tool part looks like it could actually be sticky. People get attached to UIs. People are more effective in the UIs they are experienced with. There's a plausible story that codeveloping the UI and model could result in a better model for that purpose (because it's fine tuned on the UIs interactions).
And independently "Claude Code" being the best coding tool around was great for brand recognition. "Open Code with the Opus 4.5 backend - no not the Claude subscription you can't use that - the API" won't be.