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aurareturntoday at 4:10 AM1 replyview on HN

The moat is in:

1. Opus and Sonnet.

2. Compute capacity. Anthropic has much more of it than your average coding startup.

3. The developing ecosystem around Claude Code.


Replies

bdangubictoday at 4:17 AM

none of the three are even remote moat

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