Before the release of Anthropic’s Super Bowl ads—which took a dig at OpenAI’s move to include ads in ChatGPT—Anthropic was ranked 42nd on Apple’s App Store. Since then it has remained in the top 10 most downloaded apps, but OpenAI’s Pentagon contract may have helped push it into the top spot over the weekend. Claude stood at No. 5, compared with No. 2 for ChatGPT, on the Google Play store as of Monday.
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And I want to close this post in the same way that I closed the talk last Thursday: I think we live in interesting times where we are seeing a new paradigm for shipping code. My contrarian opinion (or maybe not that contrarian after all from what I heard yesterday) is that the value capture in an AI-powered software industry will come from this layer on top of the frontier labs where the context and the runtime are the product, along with HW-SW co-design.，这一点在下载安装汽水音乐中也有详细论述
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