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Claude struggles to cope with ChatGPT exodus

forbes.com

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Re: Claude struggles to cope with ChatGPT exodus

#81

Post by latchkey »

spiffytech wrote: post #63
cmiles8 wrote: post #44

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…

Unfortunately this is why Anthropic is so aggressive about preventing Claude subscriptions from being used with other tools.

According to this article, they can't even service the amount of paying customers that they have.

Re: Claude struggles to cope with ChatGPT exodus

#82

Post by remus »

cmiles8 wrote: post #44

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…

> As such it’s unclear what the prize at the end of the present race to the bottom is.

It's a market worth many billions so the prize is a slice of that market. Perhaps it is just a commodity, but you can build a big company if you can take a big slice of that commodity e.g. by building a good product (claude code) on top of your commodity model.

Re: Claude struggles to cope with ChatGPT exodus

#83

Post by ghywertelling »

cmiles8 wrote: post #44

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…

Let me explain a possible moat with an example.

I have curated my youtube recommendations over the years. It knows my likes and dislikes very well. It knows about me a lot.

The same moat exists in interactions with Claude. Claude remembers so many of preferences. It knows that I work in Python and Pandas and starts writing code for that combination. It knows about what type of person I am and what kind of toys I want my nephews and nieces to play. These "facts" about the person are the moat now. Stackoverflow was a repository of "facts" about what worked and what didn't. Those facts or user chat sessions are now Anthropic's moat.

Re: Claude struggles to cope with ChatGPT exodus

#85

Post by gdilla »

cmiles8 wrote: post #44

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…

just having strict control over context management in session is a nice differentiator. Shared tooling between desktop and cli and is nice too. they've differentiated enough.

Re: Claude struggles to cope with ChatGPT exodus

#86

Post by RcouF1uZ4gsC »

ghywertelling wrote: post #83
cmiles8 wrote: post #44

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…

Let me explain a possible moat with an example. I have curated my youtube recommendations over the years. It knows my likes and dislikes very well. It knows about me a lot. The same moat exists in interactions with Claude. Claude remembers so many of preferences. It knows that I work in Python and Pandas and starts writing code for that combination. It knows about what type of person I am and what kind of toys I want…

You can have Claude write all these out to a file.

Then you can feed them into another service.

Re: Claude struggles to cope with ChatGPT exodus

#87

Post by qnleigh »

I wonder if this is actually good for Anthropic. 2.5 million new customers sounds like good news for them, except these are mostly not paying customers. It seemed like they were positioning themselves to make money by selling coding agents with a subscription fee. If that free tier mostly exists to advertise their paid tiers, then this would be kind of a drag.

Re: Claude struggles to cope with ChatGPT exodus

#89

Post by nradov »

ajross wrote: post #79
nradov wrote: post #74

Earlier quoted context omitted.

That's why the frontier LLM companies are now spending a lot more to license exclusive proprietary training data from private sources in order to gain a quality edge in certain business domains.

That sounds like spin to me. If there were a clear "quality edge" in "certain business domains" stemming from "exclusive proprietary data", someone would have been exploiting it already using meat computers. But no, businesses are dumb. They always have been. Existing businesses get disrupted by new ideas and new technology all the time . This very site is a temple to disruption! Proprietary advantage is, 99.999% of…

The quality edge hasn't shown up yet. If this strategy actually works then the quality improvements will only become apparent in the next round of major LLM updates. There's a lot of valuable training data locked up behind corporate firewalls. But this is all somewhat speculative for now.

Re: Claude struggles to cope with ChatGPT exodus

#90

Post by dghlsakjg »

ghywertelling wrote: post #83
cmiles8 wrote: post #44

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…

Let me explain a possible moat with an example. I have curated my youtube recommendations over the years. It knows my likes and dislikes very well. It knows about me a lot. The same moat exists in interactions with Claude. Claude remembers so many of preferences. It knows that I work in Python and Pandas and starts writing code for that combination. It knows about what type of person I am and what kind of toys I want…

“Hey Claude, write out a markdown file of all of my preferences so any AI agent can pick up where you left off”
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