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Coding - e.g. Claude Code, Cursor both announced 1B revenue run rates.
by ramoz 11mo ago
Coding - e.g. Claude Code, Cursor both announced 1B revenue run rates.
- dpflan 11mo agoAgreed, coding is one. What else?
- Deegy 11mo agoProfessional legal services seem to be picking up steam. Which sort of makes sense as a natural follow on to programming, given that 'the law' is basically codified natural language.
- sc68cal 11mo agoExcept that it keeps getting lawyers into trouble when they use it. https://www.reuters.com/legal/government/judge-disqualifies-three-butler-snow-attorneys-case-over-ai-citations-2025-07-24/ https://www.reuters.com/legal/government/judge-disqualifies-...
- CamperBob2 11mo agoYeah, good point. These things never get better.
- DontForgetMe 11mo agoI don't know how it is in other countries, but in the UK using LLMs for any form of paid legal services is hugely forbidden, and would also be insanely embarrassing. Like, 'turns out nobody had any qualifications and they were sending all the work to mechanical Turks in third world countries, who they refused to pay' levels of embarrassing. I say this as someone who once had the bright idea of sending deadline reminders, complete with full names of cases, to my smart watch. It worked great and made me much more organised until my managers had to have a little chat about data protection and confidentiality and 'sorry, what the hell were you thinking?'. I am no stranger to embarrassing attempts to jump the technological gun, or the wonders of automation in time saving. But absolutely nobody in any professional legal context in the UK, that I can imagine, would use LLMs with any more gusto and pride than an industrial pack of diarrhoea relief pills or something - if you ever saw it in an office, you'd just hope it was for personal use and still feel a bit funny about shaking their hands.
- nextworddev 11mo agosales, marketing, customer support, oh my, so many
- gorbachev 11mo agoNewsrooms, translation services.
- paxys 11mo agoMarket size for this is in the billions though, not trillions.
- nextworddev 11mo agoit's easily a 200bn ARR business, if coding agent achieved another step jump in abilities ~ 1trn+ marketcap
- Capricorn2481 11mo ago> if coding agent achieved another step jump in abilities ~ 1trn+ marketcap Do you want to walk us through that math?
- nyrikki 11mo agoI am running a container on an old 7700k with a 1080ti that gives me vscode completions with rag with similar latency and enough accuracy to be useful for boilerplate etc… That is something I would possibly pay for but as the failures on complex tasks are so expensive, this seems to be a major use case and will just be a commodity. Creating the scaffolding for a jwt token or other similar tasks will be a race to the bottom IMHO although valuable and tractable. IMHO they are going to have to find ways to build a mote, and what these tools are really bad at is the problem domains that make your code valuable. Basically anything that can be vibe coded can be trivially duplicated and the big companies will just kill off the small guys who are required to pay the bills. Something like surveillance capitalism will need to be found to generate revenue needed for the scale of Microsoft etc…
- PunchyHamster 11mo agoGiven how every CPU vendor seems to push for some kind of NPU, local running models will probably be far more common in next 5 years. And convincing everyone to pay subscription for very minimal improvements in functionality gonna be hard.
- ac29 11mo agoThe NPUs integrated into CPU SoCs are very small compared to even integrated GPUs, much less discrete or datacenter GPUs. NPUs seem to be targeted towards running tiny ML models at very low power, not running large AI models.
- Balinares 11mo agoHave you documented your VSCode setup somewhere? I've been looking to implement something like that. Does your setup provide next edit suggestions too?
- 0cf8612b2e1e 11mo agoI keep idly wondering what would be the market for a plug and play LLM runner. Some toaster sized box with the capability to run exclusively offline/local. Plug it into your network, give your primary machine the IP, and away you go. Of course, the market segment who would be most interested, probably has the expertise and funds to setup something with better horsepower than could be offered in a one size fits all solution.
- raw_anon_1111 11mo agoThat would be meaningful if they weren’t losing money to generate that revenue.
- morshu9001 11mo agoThe product works and saves enough human effort to justify the real cost. People will eventually pay when it comes down to it.
- raw_anon_1111 11mo agoIf that were the case, why not charge more?
- morshu9001 11mo agoBecause they're loss-leading like all their competitors for now