Re:Anthropic IPO
by dbvn on Thursday November 12, 2026 @11:35AM
(#50470076)
I think the models themselves are "good enough", but people are underestimating how much the integration with tools effects the quality. And OpenAI/Anthropic are lightyears ahead there.
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Re:Anthropic IPO
by cautiouscat on Thursday November 12, 2026 @11:37AM
(#50470100)
I don’t think these integrations are much of a moat at all, unless I misunderstood your point.
Pi and OpenCode are just as capable as Claude Code when it comes to integrations?
Fair counterpoint. But people still use Windows. The market is huge for people who want a subscription and a ready-to-go solution.
Re:Anthropic IPO
by cautiouscat on Thursday November 12, 2026 @11:48AM
(#50470275)
Very true. I think for your run of the mill user they’ll reign supreme. But for companies on Bedrock/OpenRouter already, I wouldn’t be surprised if they switched to open weight and open source harnesses.
Re:Anthropic IPO
by vonneumannstan on Thursday November 12, 2026 @11:56AM
(#50470400)
You can easily hook local models into CLaude Code e.g