Comment by tuyguntn | Hacker News Reader

Comment by tuyguntn | Hacker News Reader

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By this logic NVIDIA should cut off Claude, because Claude is reselling their GPU hours, when NVIDIA itself can do it.

IMHO, there are 3 types of products in current LLM space (excluding hardware):

   * Model makers - OpenAI, Claude, Gemini
   * Infra makers - Groq, together.ai and etc
   * Product makers - Cursor, Windsurf and others

If Level 1 can block Level 3 this easily, that's a problem for industry in my book. Because there will be no trust between different types of companies, when there is no trust, some companies become monopoly with a bad behavior, bad for customers/users

Currently, the us government forces nvidia to cut all chinese companies out of their products. So definitely there are cases this happens. Is that also a problem in your book? Because if not, what is a problem in your book would be very subjective.

In the current example, we have a conglomerate between a level 1 (competitor) and a level 3 company, which lead this level 1 company to stop working with the specific level 3 company-part of the conglomerate. You cannot have your pie and eat it too. They could have chosen not to of course, but they chose this.

I think what would have been more problematic is if Antropic came to an exclusivity agreement with eg Cursor and then they made their models unavailable to all other platforms/products, in an attempt to monopolise the space. In this sense, the windsurf-openai relationship is what is actually problematic imo.

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