AI product overhang: Capabilities have overflowed, but products have not kept up!
Boris Cherny made a very critical judgment here: At that time, they strongly felt a product overhang.
Models can already do a lot of things, but no product has truly captured these capabilities.
This is also the most difficult part of AI products: technical capabilities appear first, and product form appears later.
You need to use products to drive model capabilities, and you also need to redefine the user experience as the model continues to change.
The birth of Claude Code is essentially answering this question: The model already exists, what kind of product can truly release it?
