All this demonstrates how non-sticky all this tech really is. When your product is basically just an API call it’s trivial to just swap you out for someone else. As such it’s unclear what the prize at the end of the present race to the bottom is. We swapped OpenAI out for Claude and it required updating about 15 lines of code. All these guys are just commodity to us. If next week there’s a better supplier of commodit…
In my case, I always use Opus 4.6 in my work, but quite often I get a 504 error, and that's quite annoying. I get errors like that with Gemini too. I can't estimate if I'd get a similar number of errors with ChatGPT, since I use it very infrequently.
But imagine that at some point one of the big 3 (OpenAI, Anthropic, Google) gets very high availability, while the others have very poor availability. Then people would switch to them, even if their models were a bit worse.
Now, OpenAI has been building like crazy, and contracting for future builds like crazy too. Google has very deep pockets, so they'll probably have enough compute to stay in the game. But I fear that Anthropic will not be able to match OpenAI and Google in terms of datacenter build, so it's only a matter of time (and not a lot of time) until they'll be in a pretty tight spot.