Even if every developer has a max subscription and uses it to mostly or completely automate their coding activities…how many people is that? A few hundred thousand? Where are these supposed revenues going to come from?
Hah, and then nobody will buy it. They tried to up token prices earlier this year and were forced to go back to selling $10000 of compute for $100 in like a month because usage dropped off.
Even if the numbers are what you’re saying they are…and the same number of full-time developers transition to become full-time prompters (doubtful), and every one of them buys a $100 a month subscription that’s only 60 some odd billion a year. They’re projecting revenues to grow into the trillions per year. Literally how?
My clients have accountants, pms, service dept using claude too. for what I do not know. Having said that, I agree I am not sure how this money pit will make money. the plan seems to be nvidia to keep dumping money into ai companies and then the ai companies from nvidia…
It’s painfully obvious to me as a (reluctant) daily user of these things that most people will have no use for it.
Maybe there are some people for whom the barrier to entry for software development was that they didn’t want to learn a programming language but were otherwise very technical and wanted to create software, but that seems like it’s a small amount of people.
Aside from the coding itself, developing software with Claude has all of the same problems developing software without it had.
There are also new risks to developing software with it, because among other things it further siloes developers (into teams of one + chatbot).
Even if every developer has a max subscription and uses it to mostly or completely automate their coding activities…how many people is that? A few hundred thousand? Where are these supposed revenues going to come from?
Well, first of all, the max subscription is going to cost 10k a month, so jot that down
Hah, and then nobody will buy it. They tried to up token prices earlier this year and were forced to go back to selling $10000 of compute for $100 in like a month because usage dropped off.
Don’t you worry! AI is gonna think of something…/s
Not arguing your point, but a few hundred thousand…?
If you’re going to be making an argument, at least get the most basic of your facts right.
Globally there are about 40-50 million software engineers. A hell of a lot more than a few hundred thousand. 1/10th of that is in the U.S.
I was guessing, sure, but apparently so were you:
https://www.jetbrains.com/lp/devecosystem-data-playground/
Even if the numbers are what you’re saying they are…and the same number of full-time developers transition to become full-time prompters (doubtful), and every one of them buys a $100 a month subscription that’s only 60 some odd billion a year. They’re projecting revenues to grow into the trillions per year. Literally how?
My clients have accountants, pms, service dept using claude too. for what I do not know. Having said that, I agree I am not sure how this money pit will make money. the plan seems to be nvidia to keep dumping money into ai companies and then the ai companies from nvidia…
It’s painfully obvious to me as a (reluctant) daily user of these things that most people will have no use for it.
Maybe there are some people for whom the barrier to entry for software development was that they didn’t want to learn a programming language but were otherwise very technical and wanted to create software, but that seems like it’s a small amount of people.
Aside from the coding itself, developing software with Claude has all of the same problems developing software without it had.
There are also new risks to developing software with it, because among other things it further siloes developers (into teams of one + chatbot).