“During experimentation there is a lot of switching between models and between tools. But once you start moving to deployment and making decisions, the switching, whether at the model level or the application level, goes away, because the enterprise cannot afford it. Be very difficult then to dislodge them, and we've seen it over the years in information technology. And that then becomes their moat.”

…accident or if it was deliberate, but it was a brilliant product market fit. And that has allowed not only Anthropic, but also other companies to be successful. Identifying additional such use cases will be very important for the future. Otherwise, I think we will see some very unexpected outcomes.

…well, right? So I happen to use open code with open routers, so Impressive. Can switch models. But the general impression I get is that most people settle on cloud code and maybe, you know, they don't really move off of it quite as easily as I would think. But that's just anecdotal data on my part.

There is one upcoming trend which will happen in the next few months, early next year, probably. It's that a lot of people are working on shared memory, shared contexts, right? So, one of the things is that when you use a coding tool, then and then you try to switch to another, then you lose a lot…

of the context, that's right.

A lot of context and memory. But a lot of people have noticed this and are upset about it. So, I know of at least one open source project that I've actually been quite impressed on who are going to release something early next year. And this will solve your switching costs, I think.