Interesting. Given that OpenAI and Anthropic are steadily moving down the stack (e.g. remote execution, Codex desktop, Claude Code integrations), how do you think about defensibility? Do you expect the labs to eventually offer a cloud-native ADE themselves, and if so, what advantage do you think an independent platform retains?
Also, do you see Boxes supporting OpenCode and self-hosted/local models in the future? If the rented machines have enough RAM and GPU access, it seems like there could be an interesting path toward a model-agnostic platform rather than being tied to the frontier labs.
Also, do you see Boxes supporting OpenCode and self-hosted/local models in the future? If the rented machines have enough RAM and GPU access, it seems like there could be an interesting path toward a model-agnostic platform rather than being tied to the frontier labs.