Comment by owenthejumper
8 hours ago
While a big fan of Claude's models, I am starting to worry about the "winner takes all" game starting to play out in the open. With free inference to them (as pointed out in the article), why won't Anthropic build significantly more products related to software development, and kill all other competitors? Developers first, Designers next, would some kind of a clone of Jira / Monday / Asana be next?
Forget AI, Google/Microsoft/Amazon could all in theory have built a clone of Jira/Figma/<x> tool by now. But large companies lack the focus and commitment needed to build true competitors to these products, especially if it's not a big enough market to make a real difference to their bottom line.
Perhaps this will change soon if AI models reach the "army of geniuses in a datacenter" level, but current models are a far cry from just being able to clone Jira or Asana.
Now you’re starting to get why Anthropic/OpenAI aren’t worried about their margins. They can just clone a bunch of valuable existing software along the way and capture big pieces of those markets too.
All they have to do is hold back a super capable model like Mythos while using it to clone your entire product. There’s nothing Figma, Salesforce, Workday, etc could do.