Comment by roncesvalles

The problem is that most of the volume doesn't come from proprietary products, it comes from API use which has no stickiness.

Claude already has a killer product (claude.ai/chat is a Swiss army knife) but just relying on people typing stuff into chat is not enough to sustain the company.

The other strategy is entrenching yourself as the LLM of choice into existing products (like ChatGPT is on Apple products).