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Comment by mickael-kerjean

2 days ago

distribution, a foothold in the enterprise, market share, brand recognition, ...

Microsoft and AWS both have that. They can serve good enough open weights models and own more of the value chain.

  • They do not have Claude. I use Pi and other harnesses, but it's not the same.

    Microsoft has already proven that they do not have the software chops to deliver this. Even if they had the right product managers and UI experts, MS management would torpedo the project and ensure that it gets zero adoption.

    And AWS has zero software capability in that regard.

    • > They do not have Claude. I use Pi and other harnesses, but it's not the same.

      This is going to sound tautological but of course it's not the same, because it's different?

      Participants in markets make their own choices from the available options, for their own reasons.

      Another way to frame my point is this: not the same for whom? You are but one market participant, and it's at least wobbly thinking for any of us to assume that our set of needs is the archetype.

      There's any number of harnesses and people have any number of preferences. Sure, overchoice of imperfect substitutes tends to entrench better-resourced, better-resourced (or better-marketed) alternatives, but it's not a slam dunk. Things come out of left field all the time.

      (I mean from my own perspective, I like Pi — more than OpenCode. And the "betterness" of Claude or Codex over Pi, or their models over even Muse Glimmer or Qwen, is completely irrelevant to where I am now in terms of the needs I have. So I don't use either of them and I remain unfazed. When my needs change I will revisit, but the theoretical superiority of these products for the majority of users just isn't a factor in my decision, just like I don't care that any tool I use might not be the best for most people. You might think me insane but I'm no less a rational market participant than you.)

    • My employer uses claude hostsed through AWS. I'm sure we could swap it out for Kimi, Deepseek, Qwen etc if needed

    • > They do not have Claude. I use Pi and other harnesses, but it's not the same.

      In many ways, I prefer to use other models through Pi.

      They are extremely capable, much cheaper than Claude, and can get the job done for the software development tasks I use AI for. (Quite a lot these days)