That's just inference. Claude.ai is a platform that enterprise IT teams connect up to all kinds of other applications, and gets use beyond the claude code CLI. Non-developers get used to this functionality - whether it's their form-building stuff, artifacts, slides/presentations, etc... they're building an offering far beyond just inference. I agree the latter is a commodity now, though companies will compete on privacy options (ZDR, guaranteed confidentiality, etc)

Many large enterprises don't use Claude.ai. All their traffic goes through an internal gateway that routes to Bedrock.

But many do, so price them according to that. This is like saying "my office doesn't use Microsoft". Sure, lots don't. Lots do, no one is questioning that Microsoft has a very viable long-term market there.

Except that claude does not nearly have a dominant position with enterprises like Microsoft does.

For infra sure, but its dominance in other areas is quickly eroding. My org is super heavy Microsoft/Azure and we have all of their tools. Everyone making anything useful is using Claude + Databricks because it is a better experience for both builders and users by every measure and it isn't even a remotely close competition. Power BI and Copilot are a total wasteland. The only Microsoft program with any staying power is Excel.

Similar at my $(dayjob) and can confirm.