Core Viewpoint - The competition among AI developer tools will shift from model capabilities to the security and stability of the supply chain [1][13] Group 1: Trae's Controversy - Trae faced backlash from users after it removed access to the Claude model, leading to complaints on GitHub [1][4] - The root cause of the issue stems from Anthropic's policy change, which prohibits entities controlled by Chinese interests from using its Claude model services [3][10] - Trae, operated by ByteDance through its overseas subsidiary, fell under this restriction despite being registered abroad [3][11] Group 2: Trae's Growth and Market Strategy - Trae was launched on January 20, 2023, as an AI-driven IDE targeting AI engineers, rapidly gaining market share through a strategy of offering free access to advanced models [8][9] - By November 1, 2023, Trae's GitHub repository had approximately 730 stars, while a related project by ByteDance garnered nearly 9,900 stars, indicating significant community interest [9][10] - Trae's aggressive growth strategy, heavily reliant on third-party models like Claude, has now exposed it to risks from upstream supply chain disruptions [9][11] Group 3: Implications for the AI Industry - The incident highlights the asymmetry of responsibilities between platform providers and model suppliers, where Trae must bear the consequences of upstream policy changes [11][12] - The situation underscores the conflict between ByteDance's global ambitions and compliance barriers, revealing the strategic vulnerabilities of relying on external technologies [11][12] - The crisis emphasizes the fragility of brand trust, necessitating transparent communication and compensation mechanisms to restore user confidence [12][13]