4 sources healthy · latest episode 9 Nov 2026
causal claim

Some leading application companies are bringing model development in-house to gain control over their own destiny.

Jamin Ball · Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter · 7 Nov 2026

In their words

The transcript segments this claim was taken from

“Right. Or it's, "Hey, you know what, Cursor? Guess what? We have... Well, you know, years ago, we got the best model, and we're not releasing it. So guess what? We're gonna have the best coding agent because our model that's the most powerful isn't released publicly."”
“And I do think it's why some of the leading application companies today are moving towards in-housing their models. They wanna control their own destiny.”
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