gabby
Region: US
Monday 28 September 2026 00:06:46 GMT
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mango :
Thats not true. Claude code definitely has network effects. Within a company’s corporate codebase, one team using claude code will ship better. That will motivate others to use it too. One level up, the same would apply to companies. To support varied companies’ needs, Claude will incorporate new features. And its a flywheel. A company with less than a fifth of users will loose on features - and with more traffic, Claude will realize economies of scale with token prices. Winner does take all here, maybe a duopoly.
2026-09-28 00:42:01
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andrew k :
they are aiming to be acquired by either claude/codex
2026-09-28 07:47:22
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M :
lol, good luck training cursor model to compete. you're just wrong. huge barrier of entry unless you're ok with negative margins
2026-10-08 21:07:11
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