| ▲ | reenorap 7 hours ago | |
The only way AI will be profitable to companies like Anthropic or OpenAI is to make the cost $1000-2000/month or more for coding. Every programmer will be forced to pay for it because it's only a fraction of their salary (in the US anyway) and it's the only way the programmer will be competitive. Whether the company pays for it, or they pay for it themselves, it will need to be paid. There's no other way that these companies can compete against the likes of Google, and Facebook unless they sell themselves to these companies. With AWS and GCP spending hundreds of billions of dollars per year, there's no way that Anthropic or OpenAI can continue competing unless they make an absurd amount of money and throw that at resources like their own datacenters, etc and they can't do that at $20/month. | ||
| ▲ | danny_codes 5 hours ago | parent | next [-] | |
Even worse, the open weight models are practically indistinguishable from the closed ones. I just don’t see why you’d pay full price to run Claude when you can pay 10x less to run Kimi. There are already loads of inference providers and client layers. Without heavy collusion or outright legislative fiat (banning open models) I don’t see how Anthropic/OpenAI justify their (alleged) market caps | ||
| ▲ | leptons 2 hours ago | parent | prev [-] | |
> the cost $1000-2000/month or more for coding. Every programmer will be forced to pay for it because it's only a fraction of their salary (in the US anyway) and it's the only way the programmer will be competitive. I routinely match or beat Claude with regards to speed, I often race it to the solution because Claude just takes so long to produce a usable result. Staying competitive doesn't mean only paying an AI for slop that often takes longer to produce. AI is a convenience, it is not the only way to produce code or even the most cost effective or fastest way. AI code also comes with more risk, and more cognitive load if you actually read and understand everything it wrote. And if you don't then you're a bit foolish to trust it blindly. Many developers are waking up to the reality of using AI, and it's not really living up to the hype. | ||