4 ms·

I feel the rug under my feet moving. Is it being pulled?!

• 2ndorderthought 5mo ago
  Just you wait, this is a gentle tug to test how hard they can pull when the time comes.
  • xienze 5mo ago
    It's gonna be interesting to see how this plays out. Usually a tech rugpull like this lasts a number of years. And this sort of has, but the agentic stuff has really only caught on like wildfire in the last, I dunno, six months or so. The rugpull would be way more effective if there could be several years of getting developers addicted to this development paradigm, but alas, the VC money burned was too great to subsidize for very long.
    • awakeasleep 5mo ago
      I wonder if it has anything to do with the war in the Middle East forcing gulf states to scale back investment
    • eastbound 5mo ago
      If that is true, we’ve discovered that offering a product for $1 the $17, yields to dramatically shorter runway but possibly more addicted users. Can’t wait for products offered at $1 the $100.
    • swiftcoder 5mo ago
      Its also a weird way to cede control of the market to the foreign model vendors, because I'm reasonably sure that DeepSeek et al aren't subsidising tokens to the same extent that the big 3's subscription models have been.
      • xienze 5mo ago
        I think there's "sort of" a moat for non-Chinese vendors. As much as people distrust the US right now, I think deep down inside everyone knows that the second you let a Chinese provider do inference on your codebase they're gonna suck up every bit of it. But hey, cheap tokens, right? So you'll probably never see government customers allow that and neither will a lot of commercial customers.
        • 2ndorderthought 5mo ago
          Why do we assume us providers aren't doing the same? Also all the Chinese providers are giving open weight models. Many you can run locally. I don't see the risk. If your code is easily AI generated you don't have a moat anyways. A Chinese competitor probably won't have as easy of a time as a US one of you operate in the US
          • Laughsalot 5mo ago
            The US has robust IP and trademark law that allows companies some amount of chance to find a legal remedy to anyone who clones their business. China is notorious for protecting local companies from foreign IP suits. Further, at a lot of companies, the risk has to be acceptable to shareholders and auditors. Perceived risk is often a more powerful motivator than actual risk.
            • isoprophlex 5mo ago
              > robust IP and trademark law lmao tell that to the artists, authors and foss contributors whose work has been cloned into the llm oracle
            • 2ndorderthought 5mo ago
              Once your code, images, etc pass into the slop machine it is owned by whoever generated it later. Obviously they would need a new logo, llc, and some ui theme tweaks. Otherwise none of these AI coder products would exist. Also, how long do you think openai, Microsoft, Google, anthropic, etc could delay a lawsuit while you pay hundreds of thousands in legal retainers? 5 years? 10?
    • windward 5mo ago
      Times would have been much more 'interesting' - for better or worse - had the LLM movement occurred during the zero interest-rate era.
  • anthonypasq 5mo ago
    making you pay the actual price of a product is a rug pull now?
    • shimman 5mo ago
      Maybe, but this is also a company whose parent organization is worth a trillion+ dollars that have monopolies in multiple verticals. I know American corpos hate the idea of protecting the commons and would rather fuck it raw to fulfill their carnal urge for profit, but you know there are some public goods and services worth fulfilling for a highly productive industry. Maybe the government should nationalize GitHub at this point as it is absolutely critical for US infrastructure and MSFT has shown to be a terrible steward for the public.
      • anthonypasq 5mo ago
        wow, gotta say I was not expecting that response lol. So good on you for surprising me I guess.
    • Macha 5mo ago
      It is if you start by charging significantly less than the actual price to get people hooked
    • 2ndorderthought 5mo ago
      It's more like a bait and switch I guess.
• boesboes 5mo ago
  Not yet... I calculated they under charge by 50-90X soooo