I would be curious to see a calculation backwards from TAM. Napkin: 50M developers worldwide (SlashData, 20M in China and India). If every developer had a $200/month subscription, that‘s $10B / Month. I think, many developers are expected to pay much more than that.

▲

warkdarrior 2 days ago | parent | next [-]

Microsoft made $17B/month in 2024, Google made $25B/month, Amazon $48B/month. And the computing market is growing.

▲

Lionga 2 days ago | parent | prev [-]

Most developers in China or India have a monthly salary of 1 K USD. If you expect them to pay way more then 200USD thats like asking US Devs to pay 5K a month. Yeha not gonna happen.

And the funny thing is the estimate pure CAPEX Spend of AI companies needs them to earn about $20B to $40B a month to cover cost of capital alone of their trillion dollars of investments.

	▲	warkdarrior 2 days ago \| parent [-]
		> Most developers in China or India have a monthly salary of 1 K USD. If you expect them to pay way more then 200USD thats like asking US Devs to pay 5K a month. Yeha not gonna happen. That's exactly what is going to happen. India/China prices will be $100-200/month, US prices will be $5000/month. Keep in mind that most of these costs will be covered by the employer. It'll put downward pressure on dev pay, of course.