Comment by HarHarVeryFunny

I've got to wonder what the potential market size is for AI driven software development.

I'd have to guess that competition and efficiency gains will reduce the cost of AI coding tools, but for now we've got $100 or $200/mo premium plans for things like Claude Code (although some users may exceed this and pay more), call it $1-2K/yr per developer, and in the US there are apparently about 1M developers, so even with a 100% adoption rate that's only $1-2B revenue spread across all providers for the US market.... a drop in the bucket for a company like Google, and hardly enough to create a sane Price-to-Sales ratio for companies like OpenAI or Anthropic given their sky-high valuations.

Corporate API usage seems to have potential to be higher (not capped by a fixed size user base), but hard to estimate what that might be.

ChatBots don't seem to be viable for long-term revenue, at least not from consumers, since it seems we'll always have things like Google "AI Mode" available for free.