4 ms·
It's fascinating that you simultaneously argue that margins will expand... while posting about personal behavior all of which points toward commoditization and
by pinkyboy 2mo ago
It's fascinating that you simultaneously argue that margins will expand... while posting about personal behavior all of which points toward commoditization and intense price competition.
- maxdo 2mo agoWhat’s wrong here ? You push the router , you keep same subscription price , customers are as happy or even more happy because router will make process faster, the costs will go down . The market size will increase several times . If you have properties of the market where your costs will go down , the size of the market will increase and you are top contender. How is that a bubble or a bad market ? Sure you have risks of underperforming and lose the competition, but how is that different from any business in the world ?
- pinkyboy 2mo agoThe key is your comment about rotating between 4-5 different vendors to control costs. That will naturally rotate you _away_ from vendors who expand margin, and _toward_ those who use the same capability to undercut the margin expanders.
- maxdo 2mo agoClaude can do such rotations within their ecosystem, sonnet , thinking level etc . If that’s the focus on the course of few month they will adopt , and still collect same paychecks as before . The only real problem to them they killing the market they have most money off. Software . But ai already in a good spot to displace Microsoft office after that other industries , finance , lawyers , medicine etc