The Business Engineer

The Business Engineer

Anthropic's Closed Harness Bet

Gennaro Cuofano's avatar
Gennaro Cuofano
Apr 06, 2026
∙ Paid

The AI industry has a Turing point problem. Not the Turing test — the chasm. The moment when the technology stops being something that early adopters evangelize and starts being something that the early majority quietly adopts, because it solves a real problem at a price they can accept and through an interface they do not need to configure.

We are at that moment now. And if you map Anthropic’s last eighteen months onto Geoffrey Moore’s Crossing the Chasm curve, something clarifies that looks muddled when you view it through the lens of the OpenAI rivalry or the developer community drama.

Anthropic has been executing a textbook chasm-crossing playbook — possibly without fully intending it — and the April 4 OpenClaw repricing is not a retreat. It is the compute reallocation that funds the crossing.

User's avatar

Continue reading this post for free, courtesy of Gennaro Cuofano.

Or purchase a paid subscription.
© 2026 Gennaro Cuofano · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture