Comment by gizmodo59
11 hours ago
Moat is not the harness. Harness itself is temporary until the models get better and slowly the code in harness will go down.
Note that the biggest GPU providers in the world are the hyper scalers and even they couldn’t allocate more if you pay for it. Because the rich companies and well funded ones are gobbling them up to the point where if tomorrow a 5T model that smokes every other model in the world is released you just can’t afford inference.
I meant that companies like Anthropic are locking in users with proprietary formats in their harness where it's hard to leave.
Agree. Harness can not be a moat. There are many open harnesses and they are at least on par with the providers ones. It looks like Anthropic/OpenAI's approach to vendor lock-in is not so much the inference or the harness it is functional integration across the individuals and teams in a company. I don't think this will be a moat either, but I think it's all they have outside of compute.