I think Anthropic and OpenAI have found product-market fit
simonwillison.net
I think Anthropic and OpenAI have found product-market fit
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Re: I think Anthropic and OpenAI have found product-market fit
#2So it largely sounds like many more people will be able to write software - and will use AI to do it. Existing software engineers will continue to automate their tasks away like they always did, but perhaps at a faster rate.
The impact of AI in other fields seems to be muted.
Re: I think Anthropic and OpenAI have found product-market fit
#3Ai has become indispensable but maybe not at all cost. My company just had a company-wide meeting to talk about how they're restricting who can use which models and instructing us the "be more responsible with company's tokens". And it's not an small company by any means.
Re: I think Anthropic and OpenAI have found product-market fit
#4So it largely sounds like many more people will be able to write software - and will use AI to do it. Existing software engineers will continue to automate their tasks away like they always did, but perhaps at a faster rate. The impact of AI in other fields seems to be muted.
I think it is applicable to a much wider range of knowledge work, but it's also harder to apply there.
Software development has the huge advantage that mistakes and hallucinations are very easy to spot: the software works or it doesn't.
Spotting errors in a research report or legal brief is a whole lot harder!
But... non-software professionals spend a huge amount of their time on tasks that can be safely automated - reformatting documents, extracting numbers from PDFs, all kinds of flavor of data entry.
Learning how to use a tool like Claude Cowork can take a big dent out of those.
Re: I think Anthropic and OpenAI have found product-market fit
#5I wonder how a focus on per-token API profits will impact the incentives to improve token efficiency and drive down costs through optimized compute. I suppose as long as a few leading labs are competing, we'll see progress in this regard, but it's certainly less in their interest than it is with a flat subscription pricing model.
Re: I think Anthropic and OpenAI have found product-market fit
#6With deepseek and xiaomi mimo models slashing their prices 99%, I don't see a great future for openai / antrhopic with regards to their 1T valuations. Maybe 1T valuation will be the whole market, West + East.
Re: I think Anthropic and OpenAI have found product-market fit
#7Ai has become indispensable but maybe not at all cost. My company just had a company-wide meeting to talk about how they're restricting who can use which models and instructing us the "be more responsible with company's tokens". And it's not an small company by any means.
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Re: I think Anthropic and OpenAI have found product-market fit
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Re: I think Anthropic and OpenAI have found product-market fit
#9[deleted]
Re: I think Anthropic and OpenAI have found product-market fit
#10Great article I know this upsets a lot of people who are used to thinking Anthropic/OpenAI are just lighting cash on fire but they've cornered the market on enterprise who cannot walk away from these $200/month plans
However the valuations are still far far away from actual sanity