191–200 of 447 posts
If there's 47m software engineers in the world, at $200/month, and 50% gross profit that's a $56 billion TAM. Not crazy to think it's more if we include the adjacent space of analyst roles that write software (sql, advanced excel, etc).
They'll have to crush it to make a $2 billion acquihire look reasonable, but it's possible.
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> divorced from any kind of fundamentals Anthropic ARR went $1B -> $4B in the first half of this year. They're getting my $200 a month and it's easily the best money I spend. There's definitely something there.
Or so you think.. [1] https://metr.org/blog/2025-07-10-early-2025-ai-experienced-o... [2] https://futurism.com/companies-fixing-ai-replacement-mistake...
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> divorced from any kind of fundamentals Anthropic ARR went $1B -> $4B in the first half of this year. They're getting my $200 a month and it's easily the best money I spend. There's definitely something there.
Or so you think.. [1] https://metr.org/blog/2025-07-10-early-2025-ai-experienced-o... [2] https://futurism.com/companies-fixing-ai-replacement-mistake...
You are welcomed to your point of view, but for me while one agent is finding an obscure bug, I have another agent optimising or refactoring, while I am working on something else. Its hard to believe I am deluded in thinking I am spending more time on a task.
I think the research does highlight that training is important. I don't throws devs agents and expect them to be productive.
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Or so you think.. [1] https://metr.org/blog/2025-07-10-early-2025-ai-experienced-o... [2] https://futurism.com/companies-fixing-ai-replacement-mistake...
Your first link is (in my opinion) highly biased in the samples they choose, they hired maintainers from open-source repos (people with multi years of experience, on their specific repo). So indeed, IF you are in that case: Many years on the same project with multiple years experience then it is not usefull, otherwise it might be. This means it might be usefull for junior and for experienced devs who are switching pr…
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Remember that the web also had a bubble that popped and look at where are we now with Google, Amazon, Meta... I think that there is a bubble but it's shaped more like the web bubble and less like the crypto bubble.
Yeah, only those evolved a lot from the initial products everyone hyped and products people hyped in 2000 are extinct or free. And I still don't understand where Facebook makes money. :) Regarding LLMs there are two concerns - current products don't have any killer feature to lock in customers, so people can easily jump ship. And diminishing returns, if there won't be a clear progress with models, then free/small, ma…
If that's a genuine question: Facebooks sells ads, information and influence (eg. to political parties). It's a very profitable enterprise. In 2024 Meta made $164B in revenue, and they're still growing at ~16% year-over-year.
[0] https://investor.atmeta.com/investor-news/press-release-deta...
What does this actually mean for the product? Huge fan of the plugin on Jetbrains products...
Transparently I'm a founder building a plugin that's like "Cursor for JetBrains IDEs", if you're an windsurf user you might like us: https://plugins.jetbrains.com/plugin/26860-sweep-ai
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> divorced from any kind of fundamentals Anthropic ARR went $1B -> $4B in the first half of this year. They're getting my $200 a month and it's easily the best money I spend. There's definitely something there.
I'm easily getting $10K/month of value from my Anthropic subscription. (Rough estimate of how much I would have paid someone else to create the things I've (co)created with Claude Code so far.) If this is a bubble, I just hope I can finish all the projects I want to finish before it pops (or before they raise their prices to $9K/month because they read this comment.)
Important context from the tweet: > This transaction is structured so that 100% of Windsurf employees will participate financially. They will also have all vesting cliffs waived and will receive fully accelerated vesting for their work to date.
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“Web” is such a broad category. Quite a leap from LLM wrappers.
Well, LLMs are themselves very broad. They encompass everything from web search to everything that you could automate yourself but don't have the time. I don't LLM capacities have to reach human-equivalent for their uses to multiply for years to come. I don't LLM technology as it exists can reach AGI by the simple addition of more compute power and moreover, I don't think adding computer necessarily is going to provi…
There are still massive gains to be had from scaling up - but frontier training runs have converged on "about the largest model that we can fit into our existing hardware for training and inference". Going bigger than that comes with non-linear cost increases. The next generations of AI hardware are expected to push that envelope.
The reason why major AI companies prioritize things like reasoning modes and RLVR over scaling the base models up is that reasoning and RLVR give real world performance gains cheaper and faster. Once scaling up becomes cheaper, or once the gains you can squeeze out of RLVR deplete, they'll get back to scaling up once again.