I feel like I am living in a bubble, no one seems to mention Antigravity in these discussions and I have not had any issues with Ultra subscription yet. It seems to go on forever and the Interface is so much better for dev work as compared to CC. (Though admittedly my experience with cc is limited).

I strongly believe google's legs will allow it to sustain this influx of compute and still not do the rug-pull like OAI or Anthropic will be forced to do as more people come onboard the code-gen use case.