Reading these comments aren't we missing the obvious? Claude Code is a lock in, where Anthropic takes all the value. If the frontend and API are decoupled, they are one benchmark away from losing half their users. Some other motivations: they want to capture the value. Even if it's unprofitable they can expect it to become vastly profitable as inference cost drops, efficiency improves, competitors die out etc. Or wor…
This whole game is a bizarre battle.
In the future, many companies will have slightly different secret RL sauces. I'd want to use Gemini for documentation, Claude for design, Codex for planning, yada yada ... there will be no generalist take-all model, I just don't believe RL scaling works like that.
I'm not convinced that a single company can own the best performing model in all categories, I'm not even sure the economics make it feasible.
Good for us, of course.