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827a | on: Anthropic S-1
I don't think the models being a commodity matters much. Consider: Email providers are a commodity. Cloud linux server hosting is a commodity. Checking accounts are a commodity. There's a lot of great businesses, trillion dollar businesses, built on commodities. DeepSeek v7 Pro might open source and be better than any Claude model (unlikely), but JP Morgan and Eli Lilly are not going to go spend $500M on chinese AI tokens routed through OpenCode. They just aren't. The models really matter far, far less than the experience these companies build around the model, and both Anthropic and OpenAI are doing a decent job of making that experience reasonably sticky and compelling.
atomicnumber3 | parent | next
"trillion dollar businesses, built on commodities"

Which ones? I'm looking at the list of companies with > $1T market cap and none of them have commoditized markets. Instead, they all have huge network effects (Apple), enormous legacy lockin (Broadcom), a religious monarchy (...), or are some of the only people on the planet who can do what they do (nvidia, tsmc).

Mind you, there's lots of _billion_ dollar businesses in commoditized or partially commoditized markets. But Anthropic as a billion dollar business is sunk.

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SkiFire13 | parent | next
> but JP Morgan and Eli Lilly are not going to go spend $500M on chinese AI tokens routed through OpenCode

And they likely won't be spending them on something without ZDR like Fable 5.

nozzlegear | parent
> DeepSeek v7 Pro might open source and be better than any Claude model (unlikely), but JP Morgan and Eli Lilly are not going to go spend $500M on chinese AI tokens routed through OpenCode.

But they might spend them on American inference providers running DeepSeek v7 Pro with ZDR routed through OpenRouter. Or hell, they might just run it themselves like we're already seeing some enterprises do right now.