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Vishu Bheda

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Medialย โ€ขย 6m

๐—”๐—น๐—บ๐—ผ๐˜€๐˜ ๐Ÿฑ๐Ÿฌ% ๐—ผ๐—ณ ๐—”๐—ป๐˜๐—ต๐—ฟ๐—ผ๐—ฝ๐—ถ๐—ฐโ€™๐˜€ ๐—”๐—ฃ๐—œ ๐—ฟ๐—ฒ๐˜ƒ๐—ฒ๐—ป๐˜‚๐—ฒ ๐—ฐ๐—ผ๐—บ๐—ฒ๐˜€ ๐—ณ๐—ฟ๐—ผ๐—บ ๐—ท๐˜‚๐˜€๐˜ ๐˜๐˜„๐—ผ ๐—ฐ๐˜‚๐˜€๐˜๐—ผ๐—บ๐—ฒ๐—ฟ๐˜€: ๐—š๐—ถ๐˜๐—›๐˜‚๐—ฏ ๐—–๐—ผ๐—ฝ๐—ถ๐—น๐—ผ๐˜ ๐—ฎ๐—ป๐—ฑ ๐—–๐˜‚๐—ฟ๐˜€๐—ผ๐—ฟ. Thatโ€™s not diversification. Thatโ€™s fragile. GPT-5 is here โ€” cheaper, faster, and much stronger at coding. Cursor can switch between models, but GitHub Copilot is moving its users fully to GPT-5. If Copilot completes the switch, Anthropic doesnโ€™t just stumble โ€” it loses nearly half its API business in one shot. This isnโ€™t โ€œcompetition.โ€ Itโ€™s a billion-dollar company standing on two shaky pillars. One wrong move by a customer, and the whole thing could collapse.

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