Comment by remus
12 hours ago
Agreed, too early to write off others entirely. It'll be interesting to see who comes out the other side of the bubble with a working business.
12 hours ago
Agreed, too early to write off others entirely. It'll be interesting to see who comes out the other side of the bubble with a working business.
Anthropic has a fairly significant lead when it comes to enterprise usage and for coding. This seems like a workable business model to me.
I feel this is a tenuous position though. I find it incredibly easy to switch to Gemini CLI when I want a second opinion, or when Claude is down.
The enterprise sales cycle is often quite long, though, and often includes a lot of hurdles around compliance, legal, etc. It would take a fairly sustained loss of edge before a lot of enterprises would switch once they're hooked into a given platform. It's interesting to me that Sonnet 4.5 still edges Gemini 3 on SWE bench. This seems to bode well for the trajectory that Anthropic is on.