Re:Anthropic IPO
by thisisit on Thursday November 12, 2026 @01:01PM
(#50471433)
Model switching behavior is going to be far more complicated.
First, everyone and their mom is selling AI now. It is being bundled in nearly every product. Buy CRM to run your company - they will upsell you their bespoke AI - mostly RAG/chatbot using the data inside the platform. This is an important area because today lot of companies are trying to build their own AI bespoke workflows. But companies like SAP, Oracle will spend money on improving this aspect. And people who buy/use AI for this purpose don't care if the underlying AI is Claude or not.
Then there are cloud providers. You can get Claude, OpenAI from AWS Bedrock etc. They will take the heavy lifting of changing integrations, IP concerns etc to keep people on their platform. With time expect them to make it even easier, not harder to switch models. Also, they will push for open source models because it will be more profitable.
Lastly buying from direct providers. This is here the lock in comes in. But I believe fewer and fewer enterprise will buy directly - many preferring to buy against their cloud commitments.
First, everyone and their mom is selling AI now. It is being bundled in nearly every product. Buy CRM to run your company - they will upsell you their bespoke AI - mostly RAG/chatbot using the data inside the platform. This is an important area because today lot of companies are trying to build their own AI bespoke workflows. But companies like SAP, Oracle will spend money on improving this aspect. And people who buy/use AI for this purpose don't care if the underlying AI is Claude or not.
Then there are cloud providers. You can get Claude, OpenAI from AWS Bedrock etc. They will take the heavy lifting of changing integrations, IP concerns etc to keep people on their platform. With time expect them to make it even easier, not harder to switch models. Also, they will push for open source models because it will be more profitable.
Lastly buying from direct providers. This is here the lock in comes in. But I believe fewer and fewer enterprise will buy directly - many preferring to buy against their cloud commitments.