alt Hacker NewsThey made it convenient to get value for the specialist masses and I don't think anyone else managed to achieve it yet. That's their moat.
I've seen firsthand attempts at integrating open source in place of it and they all failed. Time is money and it costs premium. Touching the ground running is a huge advantage. That's why cloud services stuck.
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api • today at 11:17 AM
The question isn’t whether Anthropic makes a good product. The question is whether it can rationally sustain multiples like this.
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time is money so when the subsidies stop or they magically make inference price an afterthought like cloud did to traffic then it's going to be much more economically better to spend a one-time price setting up a local or a self hosted open model than paying $2000 for a subscription