Diffusion is cope, Dwarkesh tells Dario. The word's become a buzzword — a way to wave off AI progress when the model can't do the thing yet. Dario, who you'd expect to agree, doesn't. His position is sharper.
The model being smart isn't the constraint anymore. Procurement is the constraint. Legal review is the constraint. The 3,000 developers a CIO has to roll it out to — that's the constraint. Claude Code is the easiest enterprise sale Anthropic has ever made. It's still slower than selling to a Series A.
The capability curve and the diffusion curve are two different exponentials, and the second one is the one your business actually lives inside. This is why implementation is the moat, not the model. Anyone with an API key has the same intelligence. What they don't have is the workflow, the buy-in, the change management, the person who can tell the model exactly what to do by Thursday.
If the model is the raw material, diffusion is the product. Sell that.
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