Perplexity for sure saved / invented years of work.
The typical market research , Google analyze , put into spreadsheet is almost gone job. Imagine how many people were doing that as major part of their work
Car levels autonomy is fake. Everything including Level 3 is not a real autonomy it is hard rules + some reaction to the world, and everything above 3 is autonomy with just s slightly human security guardrails to attempt the real autonomy.
At this moment where we have human who just sit there before verify enough 9 after comas of error rates, the entire level conversation is dead. It's almost a binary state. Autonomous or not.
Similar happened with software levels. Even Level 2 was sci-fi 2 years ago, 1 year away from now anything bellow level 5 will be a joke except very regulated or billion users systems scale software.
essentially any enterprise software for example, surprisingly, that needs to be custom tailored and not scaled for millions of views.
e.g. anything that has a high context.
Youtube's of this world will not enjoy it, they will use rules of scale for billions of users.
Every Dashboard Chart, Security review system, Jira, ERP, CRM, LMS, chatbot, you name it. The problem that will win from a customization per smaller unit ( company, group of people or even more so an indvidual, like CEO, or CxO group) will win from such software.
The level 6 and and 7 is essentially death of enterprise software.
>The level 6 and and 7 is essentially death of enterprise software
Enterprise software that you sell, or enterprise software you use internally?
The amount of self created, self used software in enterprises is staggering, that software will still exist, and still have a massive maintenance cost. So maybe we need a better definition of enterprise software here, like externally sold software? Also a huge amount of that software still has regulatory requirements, so someone will have to sign off on it. Maybe it will be internal certification, but very often there is separation of duties on things like that where it's easier to come from a different company.
I'm using API directly for software developement, i'm on path to pay ~$5k this month per user, some less , some more, with daily use is just growing more and more.
What kind of software development do you do? Are you running a gas town? I assume you make your money back but still, are you sure you’re not wasting your tokens away?
Lots of greenfield sub projects around same product , bug fixes , ticket management etc . With my price per hour it still Make sense, even though it’s on the edge of been not that great.
The missing part is that current gpus are already money making machine in 2026 , and you need just to serve that . I’m sure this is a procurement take between nvidia and such a big vendor as oracle
> The missing part is that current gpus are already money making machine in 2026
Are they? Unless you are Nvidia that is very far from the case.
OpenAI's current revenue is $25 billion a year. They are expected to spend $600 billion on infrastructure in the next 4 years to sustain and grow that revenue.
Amazon, Google, Microsoft and Meta are spending a combined $650 billion on infrastructure in 2026 alone.
The story is the same across the rest of the industry.
None of these investments are immediately profitable. And it remains to be seen whether they eventually will be or not.
Anthropic in 2026 only added several billions of revenue. This is insanely fast. In my company llm cost are already eating hiring budgets to a certain extent. We don’t buy gpu. We are paying to those who will.
25 bln from just one company . There will be 6-7 companies like this . And they just scratched the surface . The penetration in many areas is almost 0. Yet.
I think it’s lagging indicator. There were signs of saturation in the end of 2025. From 2025 to March 2026 average developer ai spent gone from $20/mo to at least $200. In my company it’s $1000-1500/mo to anthropic only.
In many cases this 20x+ increase over 3 mo.
This is going in other industries too. Claude cowork is just an example and beginning of the trend.
Show me any product that / company that charge you 20x and customers are happy , well its anthropic
I dont know what world you/I are living in. I do ask claude to enumerate/explain concepts i am not familiar with. I never approached the free tier limit (is there one?). At work, we have a webpage which ia basically a chat to different models, sometimes i use it
Would I be paying 20€ to ask those questions? I dunno, i dont feel any particular need. Would I be paying 200€?! Are you insane hell no
The question should really be what is the reservation price of existing buyers.
At some point the price will rise. But the value has to have risen for existing buyers to be ok with that - but can they perceive the value? Hmmm difficult to tell. Benchmarks are not an objective way to measure that.
In the long run google is most likely to acquire a serious cost advantage given their level of vertical integration.
We've been experimenting with claude code handling jira tickets and opening PR -- we're starting with Opus. It costs about $1 per PR that gets merged-- how much does it cost to have a software engineer do that PR? That's your price sensitivity. It will only get cheaper as models get more efficient and people get better at using them, though.
Managers of firms care about impact of financials. They don’t care about the metrics you are measuring / gaming. Ultimately all ‘progress’ has to show in the cash flows.
Are you taking more cost reduction projects and more revenue-generating projects? Are you actually delivering? Are customers perceiving you to be as trusted as before? Etc. are the only things that matter. ‘Show me the money’.
To me this is akin to the discussion re. Scrum, agile etc. Who cares? Show me the money.
This week my spending is > $2000 , and my ceo is very happy, another top user burned $1600.
You personally will not pay , but these who will will replace people who are not productive.
That’s actually the limiting factor. There will be top 5% of developers who will throw away on the street remaining 95%. No EU socialism will protect the rest . It is very unclear what is the new world market , with no web developers , no custom dashboard teams , no analytics teams , no devops whose role is to babysit human devs. From one side it’s a market for opportunity to automate , but human devs are generators of unlimited inefficiencies. Once the market settles down , the demand for lots of tools will shrink.
On my spendings to anthropic . I’m a manager, and top user I burn tokens on tickets creation , planing , even sprint filtering , for sure the most went to coding. Bugs are getting fixed by just sharing a screenshot and a sentence or two of description in 80% of the cases , all the way including to PR creation and making sure release is live and good with tests.
There are ways to cut the cost a bit , maybe 30-40% but it’s not practical .
My work pays for the $200 sub for me. At work in a typical 5h slot I tend to use 35~40% of the usage limit, so the $100 sub wouldn’t let me keep my current workflow and AI usage but I am more often than not using 2x the $100 sub. We’ll see if they keep paying for this or not, because we are not yet sure if using AI like this is sustainable and worth the tech debt of moving faster
But that is your employer paying a license (probably in bulk, I have no idea how much B2B sales cost for AI). My employer pays licenses for a lot of things that I probably wouldn't pay personally.
The person I was replying to said the average developer pays 200$. I call bullshit on that one.
Tech industry in its shape is dead anyways. How many companies / startups work is just to visualize data with some charts to help understand a bit.
How may companies are just some custom data collectors
You can continue , we are at double pivot now. Code is a commodity. Not oracle db , but oracle business department for sure . You can build the same on the fly and curated.
At the same time to support old system you need 10x less people .
They will deploy robots , but their infotainment system is crap. Entire pricing model is to sell extra volume in engine for $10k on each measurable step , even though electric cars has a solved performance that is only limited by tires. Not to mention their gas cars are way more complex vs electric. Sure that will save bmw .
The typical market research , Google analyze , put into spreadsheet is almost gone job. Imagine how many people were doing that as major part of their work
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