Digging in here more... why would you say it isn't in Anthropic's interest to win the "agentic coding UI" market?
My mental model is that these foundation model companies will need to invest in and win in a significant number of the app layer markets in order to realize enough revenue to drive returns. And if coding / agentic coding is one of the top X use cases for tokens at the app layer, seems logical that they'd want to be a winner in this market.
Is your view that these companies will be content to win at the model layer and be agnostic as to the app layer?
It's very telling in these conversations to see who is actively updating their mental models based on the latest capabilities, versus who is responding to state of the art six months ago. Humans are not naturally wired to understand exponentials.
My mental model is that these foundation model companies will need to invest in and win in a significant number of the app layer markets in order to realize enough revenue to drive returns. And if coding / agentic coding is one of the top X use cases for tokens at the app layer, seems logical that they'd want to be a winner in this market.
Is your view that these companies will be content to win at the model layer and be agnostic as to the app layer?