Comment by gradus_ad
19 hours ago
The killer app is AI coding. Claude Code had first mover advantage, was a genuine revolution, and has diffused through the industry with incredible speed. I would imagine most of the huge revenue increase over the last year is due almost entirely to AI coding spend.
There are three issues with this. First, the rapid diffusion of the technology means it is very unlikely to continue at the rate of adoption seen over the past year, so it's very hard to extrapolate based on what we've seen so far. Second, many companies are reigning in AI budgets after an initial honeymoon phase. Third, all of the other labs are trying to take a bite of the coding pie, and the price war is already heating up.
Add these simple dynamics up and it makes perfect sense why Anthropic would want to IPO now. Things look about as good as they ever will.
Just like Alta Vista and Netscape put there first mover advantage to use?
Claude Code is a commodity at this point though.
Codex is just as good if not better. And theres 3-5 other options out there just as good too (harness + model).
Opus 5.5 is the best deal in doing rn. It will change soon. But its not the case that codex, etc are equivalent
I don't use claude-code and like to use the harness of my choice.
I disagree. I've tried Codex, and two of the provider-agnostic harnesses (Pi and OMP), and I strongly prefer Claude Code.
I disagree. I've tried Claude Code, Codex, OpenCode and Pi, and I _strongly_ prefer Pi.
I suppose it truly boils down to personal taste? My take[0] on AI including harnesses.
[0]: https://a.l3x.in/ai
1 reply →
Huh.. well maybe... but I can only assume you are not a developer
That's quite surprising, of the set {Claude Code, Codex, Pi, OMP} I must say I find CC to be the worst.
They all have some annoying downsides and I use CC the most, but it's gotten to the point where I'm for sure actively shopping around for better harnesses.
Yeah why?
I bounce between codex and cc all the time. There is no moat there.
Why though?
View them as a successful SAAS company deeply embedded in tech company processes like Atlassian. I don't see Anthropic or SpaceX actually having a market on all the software in the universe but I don't know that the market won't buy them like they do.
My brother in christ, there is no first mover advantage. I use claude code daily and if the open ai copies it 1$ cheaper per seat my company is switching immediately.
I've never heard anyone in real life discussing what model is better in some benchmark. Money talks.
underrated comment