Re:Kimi K3, Qwen 3.8, and Anthropic's (Potential) Unravelling
by bwfan123 on Monday July 20, 2026 @11:59AM
(#48980690)
> There are open source alternatives that have >90% of the functionality, they'll even work w/ Excel files and generate them
Excel has network effects. If N people are using excel, the incremental N+1'th user is forced to use it or risk not being able to open documents from the N users. Excel is also sticky, in the sense that a user used to Excel UI is hesitant to switch to a new UI. Tokens dont have network effects. If N people use fable, the N+1'th user could use any other model, and have no impact.
Excel has network effects. If N people are using excel, the incremental N+1'th user is forced to use it or risk not being able to open documents from the N users. Excel is also sticky, in the sense that a user used to Excel UI is hesitant to switch to a new UI. Tokens dont have network effects. If N people use fable, the N+1'th user could use any other model, and have no impact.