Yeah, Claude Code is what everyone is talking about these days and since OpenAI has always been the spending driver being 2nd or 3rd fiddle just isn't acceptable if they're gonna justify it.
It's where the revenue is, but it isn't going to be where the profit is. Developers will easily use absurdly large amounts of compute, costing the AI provider a lot more than they receive in revenue.
Yeah, Claude Code is what everyone is talking about these days and since OpenAI has always been the spending driver being 2nd or 3rd fiddle just isn't acceptable if they're gonna justify it.
That is where the money is.
This. I think software development is the best usecase for AI yet. I use it almost daily at work and it's a huge help.
Enterprise customers will happily pay even 100$/mo subscriptions and it has a clear value proposition that can be decently verified.
It's where the revenue is, but it isn't going to be where the profit is. Developers will easily use absurdly large amounts of compute, costing the AI provider a lot more than they receive in revenue.