Think they're going to be like Oracle. Databases were a valuable thing when they were new but became free with postgres. Like Oracle Anthropic et al will move up the value chain.
Switching cost for a DB and switching cost for an inference API are very different things. They’re going to have to create lock-in with something other than model intelligence if they want to play Oracle’s games.
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Its nothing like Oracle - for long time there was Oracle and nothing so the army of mostly politically influenced salesman/lobbyist who convinced local councilman its better to spend $250,000 on Oracle license, continue to this days because migration also comes with risk and cost. Here you have Chinese models popping out less than 24 hours later, and they are of similar quality at fraction of cost. Its totally different world that what it was in 80s.