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192 points liurenju | 2 comments | 03 Sep 25 18:38 UTC | HN request time: 0.403s | source
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whinvik ◴[03 Sep 25 21:18 UTC] No.45120518[source]▶
The failed Windsurf bid and this makes me think OpenAI feels they need to focus more on the coding agent use case.

Still thinking about the endgame. Its not obvious to me if OpenAI/Anthropic will become competitors to coding startups like Cursor or continue to be model providers.

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gabelschlager ◴[03 Sep 25 21:29 UTC] No.45120610[source]▶
I think the endgame is a shift toward a platform of services that tightly bind users to a single LLM provider.

Right now, many small startups are essentially just thin wrappers around ChatGPT. Once it becomes clear which ideas and solutions gain real traction, providers like OpenAI/Anthropic can simply roll out those features natively removing any need for a third party.

In a sense, a lot of what happened with the mobile market. For example, there's no need for a QR scanner or document scanner app anymore, if your phone starts to offer it natively.

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1. kaptainscarlet ◴[03 Sep 25 21:44 UTC] No.45120719[source]▶
Does anyone else remember how we used to have flash light apps all over the playstore and how they quickly varnished once the feature was implement natively?
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2. kjkjadksj ◴[04 Sep 25 02:52 UTC] No.45122988[source]▶
Almost everything in ios since ios1 has been a sort of in house copy of a jailbroken tweak. I feel like that is just how these huge companies actually innovate featuresets now. No one has agency to drive change from within, so they see what the community has built and is using and shamelessly copy it as it. Easier to sell to management that you should steal an already bright idea than to try and prove your own novel idea is worth pursuing.