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Because Claude Code is stealing the thunder so OpenAI is focusing on coding now.
by aurareturn 9mo ago
Because Claude Code is stealing the thunder so OpenAI is focusing on coding now.
- whizzter 9mo agoYeah, Claude Code is what everyone is talking about these days and since OpenAI has always been the spending driver being 2nd or 3rd fiddle just isn't acceptable if they're gonna justify it.
- stri8ted 9mo agoThat is where the money is.
- ghosty141 9mo agoThis. I think software development is the best usecase for AI yet. I use it almost daily at work and it's a huge help. Enterprise customers will happily pay even 100$/mo subscriptions and it has a clear value proposition that can be decently verified.
- OutOfHere 9mo agoRevenue should not be confused with profit. The large AI companies must easily be spending more on compute than they're making from a $20-200/mo subscription. In the best case it might break even for the AI companies. There is no way that they're actually earning a profit from these subscriptions at this time.
- OutOfHere 9mo agoIt's where the revenue is, but it isn't going to be where the profit is. Developers will easily use absurdly large amounts of compute, costing the AI provider a lot more than they receive in revenue.