Digging in here more... why would you say it isn't in Anthropic's interest to win the "agentic coding UI" market?
My mental model is that these foundation model companies will need to invest in and win in a significant number of the app layer markets in order to realize enough revenue to drive returns. And if coding / agentic coding is one of the top X use cases for tokens at the app layer, seems logical that they'd want to be a winner in this market.
Is your view that these companies will be content to win at the model layer and be agnostic as to the app layer?
My intuition is that their fundamental business is executing on the models, and any other products are secondary and exist to drive revenue that they can use to compete against Google/OpenAI/Meta as well as to ensure - and demonstrate - that their models are performant in these new markets. Claude needs to be great at coding, but Anthropic doesn’t need to own Coding. Claude Code is growing their core business, just like a Claude Robotics or a Claude Scheduling might, but they cant focus on robotics or scheduling because that takes them away from the core business of models. A strategic relationship with Cursor might have been enough to accomplish this, but it wasn’t - maybe Cursor couldn’t execute fast enough, or didn’t align on priorities, or whatever. I’ve watched a bunch of interviews with the CC team and I very much get the impression that it was more “holy shit, this works great” than a product strategy.
You may be right about “they need to invest in and win” in order to have __enough__ revenue to outcompete the nation-state sized competition, but this stuff is moving way to fast for anyone know.
It's very telling in these conversations to see who is actively updating their mental models based on the latest capabilities, versus who is responding to state of the art six months ago. Humans are not naturally wired to understand exponentials.
I'm a product-focused founder. I read this a few years ago when starting out with selling my company's product, and it helped me reframe sales as something essential to most of our jobs in the knowledge economy.
There's a compelling argument that persuasion and storytelling are core human activities, rather than the domain of extroverted "salespeople". Adopting that mental model was just as useful for me as learning the tactics of how to be effective at sales.
Designlab is an online platform for expert-driven creative skills education. We're looking for a talented full-stack developer to help us improve and expand our rapidly-growing online education play. You'll be exposed to a wide range of exciting work with us, including but not limited to: customer-facing features to support our global student & mentor base; tools to augment the superpowers of our internal team; workflows to improve payments, dev ops, and other critical processes; and growth/marketing-related experiments.
Backend: Python, Django, React, Angular, AWS
Benefits: Generous PTO, 401k, healthcare, choose your Mac setup
Designlab is an online platform for expert-driven creative skills education. We're looking for a talented full-stack developer to help us improve and expand our rapidly-growing online education platform. You'll be exposed to a wide range of exciting work with us, including but not limited to: customer-facing features to support our global student & mentor base; tools to augment the superpowers of our internal team; workflows to improve payments, dev ops, and other critical processes; and growth/marketing-related experiments.
Backend: Python, Django, React, Angular, AWS
Benefits: Generous PTO, 401k, healthcare, choose your Mac setup
Not the answer to OP's question so apologies—but does anyone have insight on how PPP funds were actually distributed to banks across the nation? i.e. were banks given specific allotments of the total capital pool that they could distribute to their clients... or was there a general SBA FIFO queue that each bank simply had to submit their clients' applications to once they processed them internally?
The entire point is that we have no evidence that this program is "successfully lending money out". It's lending money out, yes, but with paltry oversight and no ability for the taxpaying public to verify that it's achieving its intended aims.
My mental model is that these foundation model companies will need to invest in and win in a significant number of the app layer markets in order to realize enough revenue to drive returns. And if coding / agentic coding is one of the top X use cases for tokens at the app layer, seems logical that they'd want to be a winner in this market.
Is your view that these companies will be content to win at the model layer and be agnostic as to the app layer?