Doesnt this prove that there is really no moat in proprietary models for coding usecases, or the gaps is narrowing ? Also, since GLM5.2 can be run equally on amd and nvda, I guess there is no hw moat either. Further, switching costs for users is minimal not only in agents but models too. So there is really no stickiness or user preference involved. For this usecase I think it is a race to the bottom for costs in a good way for developers.
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Doesnt this prove that there is really no moat in proprietary models for coding usecases, or the gaps is narrowing ? Also, since GLM5.2 can be run equally on amd and nvda, I guess there is no hw moat either. Further, switching costs for users is minimal not only in agents but models too. So there is really no stickiness or user preference involved. For this usecase I think it is a race to the bottom for costs in a good way for developers.
Yes exactly.