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0 pointsthreecheese2mo ago0 comments

The combination of Claude Code and models could be a moat of its own; they are able to use RL to make their agent better - tool descriptions, reasoning patterns, etc.

Are they doing it? No idea, it sounds ridiculously expensive; but they did buy Bun, maybe to facilitate integrating around CC. Cowork, as an example, uses CC almost as an infrastructure layer, and the Claude Agent SDK is basically LiteLLM for your Max subscription - also built on/wrapping the CC app. So who knows, the juice may be worth the RL squeeze if CC is going to be foundational to some enterprise strategy.

Also IMO OpenCode is not better, just different. I’m getting great results with CC, but if I want to use other models like GLM/Qwen (or the new Nvidia stuff) it’s my tool of choice. I am really surprised to see people cancelling their Max subscriptions; it looks performative and I suspect many are not being honest.

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manquer2mo ago

Why would they not be use RL to learn if its OpenCode instead of Claude Code?

The tool calls,reasoning etc are still sent, tracked and used by Anthropic, the model cannot function well without that kind of detail.

OpenCode also get more data if they to train their own model with, however at this point only few companies can attempt to do foundational model training runs so I don't think the likes of Anthropic is worried about a small player also getting their user data.

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> it looks performative and I suspect many are not being honest.

Quite possible if they were leveraging the cost arbitrage i.e. the fact at the actual per token cost was cheaper because of this loophole. Now their cost is higher, they perhaps don't need/want/value the quality for the price paid, so will go to Kimi K2/ Grok Code/ GLM Air for better pricing, basically if all you value is cost per token this change is reason enough to switch.

These are kind of users Anthropic perhaps doesn't want. Somewhat akin to Apple segmenting and not focusing on the budget market.

lemming2mo ago

> I am really surprised to see people cancelling their Max subscriptions; it looks performative and I suspect many are not being honest.

Why do you think I'm not being honest? What am I supposedly not being honest about?

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