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Comment by tiborsaas | Hacker News Reader

You can replicate any fitness app in no time and you will make close to $0. Brand recognition matters a lot.

Yeah but there are also network effects of using fitness apps. Every engineer I know switches easily between Codex and Claude Code when one gets better than the other.

Jev has been around for a couple weeks. Cost and performance matter more than anything. Staying with an existing provider (the # of people choosing Jev without already having a frontier API key is probably zero?) is way easier than this.

What the hell are we even talking about.

Enterprises are very sticky and they arent even chosing between claude and codex, many are looking at something like Kiro.

Kiro came out after both Claude and codex, so not sure that any enterprise stuck to kiro unless you mean that they stick to aws in general. I'd love to hear about usage of kiro even in vague terms compared to the competitors. Naively thinking, I'd guess it's 1% or less of Claude code.

I think it's a ridiculous amount of money they got, but we don't know what's in the pitch deck. Investors are also blind to most of these things and take the pedigree of the founders above else.

100%. Product finesse + Marketing is now the "moat".

"now"? It always was. Pre-AI we still had ton of great apps "losing" just because the couldn't be brought before the eyes of people that would like them

Marketing always was a forcing function. The barrier to product building has dropped immensely now, so it is more about "finesse" part of the product in that area.

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