2 ms·

The thing that is driving me crazy in all these threads is that we have invariably a bunch of programmers saying "I use it for coding and I would never go back"

The thing that is driving me crazy in all these threads is that we have invariably a bunch of programmers saying "I use it for coding and I would never go back" but this is orthoganal to the question of whether it's a good business. If you use gen-AI but don't pay the real cost, you're not really a data point on the economics of it. It could be useful to programmers and still be a terrible business if the cost of giving you that usefulness is more than you (or your employer) would pay.

Valord 2y ago
My impression is that costs will continue to go down. Large investments are unlikely to be profitable for these businesses. Whoever is dumping billions into this is unlikely to get their money back. The new tooling, models, discoveries seem to be commoditized within months. There are no moats. If things keep going this way there will never be a point where employers (or anybody for that matter) have to pay the real cost.