If you don't talk about competition from DeepSeek you haven't really thought it through all the way. You might argue it's like Windows vs Linux, but operating systems have huge natural motes. Any person can just switch to a provider of an open weight model instantly. Most people don't know about it but we may very well see people learn about this broadly in the next few years. Changing models is not super complicated. Anthropic is unlikely to make $2 to the dollar when competitors are taking only pennies of profit.
>Any person can just switch to a provider of an open weight model instantly. Most people don't know about it but we may very well see people learn about this broadly in the next few years.
I mention this in the article...
> You might argue it's like Windows vs Linux ...
Sorry what? There are 10x if not more Linux installation vs Windows installation in the world. Linux powers everything, including billions of smartphones, where Windows is nowhere to be seen. Same for routers. And actual proper servers.
If it's like Windows vs Linux it means open-weight models are going to be incredibly more successful and touch just about everything. All the while being cheaper and working not a bit but much better.
The assumption here is that having "the best" model is not worth that much of a premium over a "good enough" model at a lower price. This remains to be seen, though, and people's behaviour paying for Claude Code and Codex suggests at least for now people are willing to pay.