No, it's a confession they have no moat other than trying to hold onto the best ... | Hacker News

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		airstrike 6 days ago \| parent \| context \| favorite \| on: Anthropic officially bans using subscription auth ... No, it's a confession they have no moat other than trying to hold onto the best model for a given use case. I find that competitive edge unlikely to last meaningfully in the long term, but this is still a contrarian view. More recently, people have started to wise up to the view that the value is in the application layer https://www.iconiqcapital.com/growth/reports/2026-state-of-a...

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croes 5 days ago [–]

But if more users use your service you get an advantage. Letting the users chose their tool for that would be a good thing.

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