Comment by segfaultex
19 hours ago
With open-weight models getting closer and closer to parity with frontier models for specific tasks (coding,etc) the frontier labs are trying to make moats via their software.
Personally, this is why I foresee Anthropic/OpenAI/Google taking a bath once their creditors come calling. I think the individuals most attached to a specific app are the ones least willing to pay the true cost of inference. (IE: your grandma using chatgpt to ask for recipe recommendations probably isn't going to pay $400/mo).
Kind of ironic for these companies to make their moat software while at the same time saying that SaaS and software development in general is obsolete
"programming is solved" has also been said, I don't know how someone can say that with a straight face, let alone going on a podcast tour with it as the mantra