Developer spend on Anthropic drops from 75% to 42% as 'no moat' criticism mounts
SumitGup · x · 2026-09-21
Quoting data showing developer spend share to Anthropic falling from 75% to 42%, YacineMTB argues the company has "no moat": it is hostile to customers, its models allegedly sabotage themselves, and it spends effort on things like keeping Claude Code closed source — ending with a jab at its upcoming IPO.
The episode highlights how quickly loyalty can shift for top model labs: with narrowing capability gaps and low switching costs, product and community friction now shows up directly in spending flows.
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