Thus does kind of beg the question: If developers are being laid off because AI is better/faster/cheaper or makes all their people 10x or whatever fig leaf, what happens if the required tooling ends up being more expensive? From the investor’s point of view is the drag of employee costs better or worse than a ballooning expense item?
Microsoft starts canceling Claude Code licenses
131–140 of 489 posts
Re: Microsoft starts canceling Claude Code licenses
#132Re: Microsoft starts canceling Claude Code licenses
#133So, snippet from the article says the following: > I understand that Microsoft is planning to remove most of its Claude Code licenses and push many of its developers to use Copilot CLI instead. While Claude Code has been a popular addition, it has also undermined Microsoft’s new GitHub Copilot CLI coding tool — a command line version of GitHub Copilot that runs outside of development apps like Visual Studio Code. And…
Re: Microsoft starts canceling Claude Code licenses
#134Earlier quoted context omitted.
The current thinking is automated agents is what turns this from an industry in the tens of billions to a multi trillion dollar one. So yes you are right on the money, agents stimulate demand for this thing they've built.
"The bureaucracy is expanding to meet the needs of the expanding bureaucracy"
Re: Microsoft starts canceling Claude Code licenses
#135Re: Microsoft starts canceling Claude Code licenses
#136The way coding agent work is fantastically wasteful. All the megabytes of code are processed over and over and over, sometimes withing just one session. There are papers describing KV cache precomputation for commonly used documents (e.g. KVLink), but, of course, it's not a priority for model providers: they'd rather sell you more tokens, also they would rather get to AGI/ASI first than optimize usage of existing mod…
Re: Microsoft starts canceling Claude Code licenses
#137Re: Microsoft starts canceling Claude Code licenses
#138Re: Microsoft starts canceling Claude Code licenses
#139Earlier quoted context omitted.
> To be fair, the cost of software development has always been fairly unpredictable. Yes, but in a "oops this is gonna take another two months to finish" kind of way, not the "oops this is the 12th time this month 8 developers have burned $2K in tokens in a single day and no one really knows how it happened" kind of way.
We’re all being given belt-loaded machine guns and tossed on to Planet K. We used to pay for the salaries of soldiers, now we have an Ammo Budget.
Re: Microsoft starts canceling Claude Code licenses
#140Earlier quoted context omitted.
At the enterprise level though, its going to be hard to want to use a service in which costs are not predictable, and keeping those costs under control requires employee training.
There's no fucking training to mitigate a slot machine.