Having a cutting edge model that requires tens of billions of dollars to train + a massive concentration of talent and experience + brand + one of, if not the best, coding experiences in Claude Code
These are all moats.
Having a cutting edge model that requires tens of billions of dollars to train + a massive concentration of talent and experience + brand + one of, if not the best, coding experiences in Claude Code
These are all moats.
The moat seems rather small right now. There are 7 different companies represented in the top 10 models on openrouter.
Have you tried qwen3-coder-next? Model moats are going bye bye
Ah yes the 6m months of product development that’s mostly vibe coded. However will anyone build something better?
It wouldn’t be surprising at all if in 2 months everyone has moved on to another harness. In fact I think it’s more likely than not
Couldn’t their excellent model and coding experience generate another excellent coding CLI tool?
> tens of billions of dollars to train
Source??
> cutting edge model that requires tens of billions of dollars to train
seems like there are a lot of those out there these days, and the costs are falling
> a massive concentration of talent and experience
Apparently 3000 employees? There's plenty of talent to be found elsewhere. Plus employees can be hired away.
> brand
meh.
> one of, if not the best, coding experiences
Seems easy enough to replicate, given how quickly they built it.