You know what, I'll bite.
> It's all stochastic hill climbing, and the gradients are changing. The new salient is using AI to tear down moats and make the grading factor how good companies are to customers.
If we take this hyperbolic future at face value, against all the indicators of how bad and unmaintainable AI code is, especially the more it scales up, if we just ignore that and pretend for a moment that Claude can make actual, honest-to-god, functional software based on nothing but prompts: then why do any companies survive at all, apart from Anthropic? Why would you buy Photoshop, any Photoshop, irrespective of it's quality and how good Adobe can be, when you can just have Photoshop, for the cost of the Claude subscription you're already paying for?
Why does ANY software house survive? Why does ANY game developer?