Welcome back to our regular segment called “Anthropic killed another 100 start-ups today”. A leak from Anthropic last week revealed that they’re working on a Lovable-like feature to help you build full-stack apps end-to-end inside Claude:A few months back (i.e., a decade in AI time), most of tech was pondering the question of where the durable advantage will live in the AI application stack. At a high level, there were two possibilities:User experience + harness are the durable advantage, models are a swappable commodity.Harness + model integration is the durable advantage. You can swap models, but the performance and cost edge will always go to the labs that can couple their models to a first-party harness.(shout out to @rkesteva for this framing)It’s now becoming increasingly clear that, at least for now, the possibility #2 is closer to reality. More notably, possibility #1 was never realistic - in the world where the cost of building becomes effectively free, the product itself,…
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