This is a similar sentiment I heard early on in the cloud adoption fever, many companies hedged by being “multi cloud” which ended up mostly being abandoned due to hostile patterns by cloud providers, and a lot of cost. Ultimately it didn’t really end up mattering and the most dire predictions of vendor lock in abuse didn’t really happen as feared (I know people will disagree with this, but specifically speaking about aws, the predictions vs what actually happened is a massive gap. note I have never and will never use azure, so I could be wrong on that particular one).
I see people making similar conclusions about various LLM providers. I suspect in the end it’ll shake out about the same way, the providers will become practically inoperable with each other either due to inconvenience, cost, or whatever. So I’ve not wasted much of my time thinking about it.
> specifically speaking about aws, the predictions vs what actually happened is a massive gap
I guess I'm one of the people who disagree, specifically about AWS. I think a lot of companies just watch their bill go up because they don't have the appetite to unwind their previous decision to go all-in on AWS.
Ignoring egress fees, migrating storage and compute isn't hard, it's all the auxiliary stuff that's locked in, the IAM, Cognito, CloudFormation, EventBridge, etc... Good luck digging out of that hole. That's not to say that AWS doesn't work well, but unless you have a light footprint and avoided most of their extra services, the lock-in feels pretty real.
That's what it feels like Anthropic is doing here. You could have a cron job under your control, or you could outsource that to a Claude Routine. At some point the outsourced provider has so many hooks into your operations that it's too painful to extract yourself, so you just keep the status quo, even if there's pain.
There are different level of who gets locked in. Almost every health care system in the USA is locked in to either an Epic/Oracle barrel or a Cerner barrel. I hope AI breaks this duopoly open soon.
Let's see how it shakes out after Athropic and OpenAI fully stop subsidizing their plans, that may alter the calculus.
I credit containerization, k8s, and terraform for preventing vendor lock in. Compute like EC2 or GCE are effectively interoperable. Ditto for managed services for k8s or Postgres. The new products Anthropic is shipping is more like Lambda. Vendor kool-aid lots of people will buy into.
What grinds my gears is how Anthropic is actively avoiding standards. Like being the only harness that doesn't read AGENTS.md. I work on AI infra and use different models all the time, Opus is really good, but the competition is very close. There's just enough friction to testing those out though, and that's the point.