Devs say frontier labs can't win without big tech ecosystems — Google case in point
haider1 · x · 2026-11-14
haider1 argues it's delusional to think Anthropic or OpenAI can succeed without a big tech ecosystem. Google, he notes, can ship a subpar model and still deliver more value via its ecosystem — while collecting billions a year from Anthropic for compute and owning roughly 15% of the company. His point: distribution and ecosystem moats, not frontier models alone, decide the race.
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