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A comment on OpenAI's cash burn will be one of the big bubble questions of 2026. Parent comment

Re:OpenAI's cash burn will be one of the big bubble question... by atombender on Wednesday December 31, 2025 @06:32AM (#46443296)
I thought that, too, but lately I've been using OpenCode with Claude Opus, rather than Claude Code, and have been loving it.

OpenCode has LSPs out of the box (coming to Claude Code, but not there yet), has a more extensive UI (e.g. sidebar showing pending todos), allows me to switch models mid-chat, has a desktop app (Electron-type wrapper, sure, but nevertheless, desktop; and it syncs with the TUI/web versions so you can use both at the same time), and so on.

So far I like it better, so for me that moat isn't that. The technical moat is still the superiority of the model, and others are bound to catch up there. Gemini 3 Preview is already doing better at some tasks (but frequently goes insane, sadly).

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Re:OpenAI's cash burn will be one of the big bubble question... by jghn on Wednesday December 31, 2025 @09:38AM (#46444423)
> coming to Claude Code, but not there yet

Wasn't this released a couple of weeks ago?

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Re:OpenAI's cash burn will be one of the big bubble question... by atombender on Wednesday December 31, 2025 @10:16AM (#46444835)
It was added in 2.0.74 according to the changelog, but it's not functional: https://news.ycombinator.com/item?id=46357036. I've certainly not been able to use it.
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Re:OpenAI's cash burn will be one of the big bubble question... by jghn on Friday January 02, 2026 @09:47AM (#46465254)
Good call. Looks like there's at least a user submitted workaround now [1]

[1] https://github.com/anthropics/claude-code/issues/14803#issue...

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Re:OpenAI's cash burn will be one of the big bubble question... by atombender on Thursday January 01, 2026 @07:59AM (#46453751)
Also: Claude has already asked me several times the last few days if I want to install an LSP for various things. I've not seen any signs of LSP use yet.
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Re:OpenAI's cash burn will be one of the big bubble question... by dbbk on Wednesday December 31, 2025 @05:15PM (#46448924)
Does OpenCode work with their subscription Max plan or is it API pricing only?
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Re:OpenAI's cash burn will be one of the big bubble question... by atombender on Wednesday December 31, 2025 @05:17PM (#46448934)
Pretty sure it does. It just uses whatever you log in as.
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Re:OpenAI's cash burn will be one of the big bubble question... by gck1 on Thursday January 01, 2026 @05:44PM (#46459005)
It can, but the auth & communication to Anthropic's APIs is basically reverse engineered from Claude Code. While it works, and it seems Antropic is choosing to look the other way, it _may_ result in your account getting banned, as I'm pretty sure it's against their TOS.

I haven't experienced this myself, but RooCode does something similar to OpenCode's approach and the maintainer has reported some bans [1].

Google on the other hand, is being very strict about keeping you locked in to their tools, unless you use API keys, of course.

[1] https://github.com/RooCodeInc/Roo-Code/pull/10077#issuecomme...

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Re:OpenAI's cash burn will be one of the big bubble question... by yellowcake0 on Wednesday December 31, 2025 @10:41PM (#46451106)
LibreOffice didn't replace MS Office, and Octave didn't replace Matlab. It seems to me that there is even less of a moat with these products than there is with Claude Code, yet neither was commoditized.
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Re:OpenAI's cash burn will be one of the big bubble question... by atombender on Thursday January 01, 2026 @07:58AM (#46453748)
Google Workspace replaced Microsoft Office. It has around 70% market share. Microsoft Office is still dominant in much of the traditional enterprise, but the moat is shrinking.

I can use Claude in Jetbrains IntelliJ and in Zed, I can use it with OpenCode, and there are lots of other agent tools. Everyone can build these tools around an LLM, and they're already being commodified.

The moat right now is the quality of the model, not the client. Opus is just so much better than the competitors, at least for now.

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Re:OpenAI's cash burn will be one of the big bubble question... by yellowcake0 on Thursday January 01, 2026 @03:29PM (#46457720)
Enterprise is what determines commoditization as that's where the lion's share of the revenue comes from. Maybe it will eventually happen to MS Office, maybe it won't, but until it happens it hasn't happened. Access to the full MS ecosystem, technical support and seamless integration, these things matter a lot to businesses, and I'm not even saying you're wrong, but I'm not convinced yet that something similar won't play out with coding agents.
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