Anthropic appears to have realized before OpenAI that code gen was an important enough market to specialize in.
For now though, building smarter models / general integration tooling is a better us of model companies' capital.
Once/if performance gains plateau, expect you'll see them pivot right quick to in-house software factories for easily cloneable, large TAM product spaces, then spin off those products if they're successful.
For the time being though, theyre going to build their in house software with electron because building native apps is hard.
100% agreed. When/if that pivot happens will be the sign that gen-AI is truly disrupting the software market in a profound way. "You're using the model wrong/you're not using the latest model" is an oft-repeated argument against AI skeptics. Nobody knows how to use the latest models better than their developers.