What the article doesn't touch on is the vendor lock-in that is currently underway. Many corps are now moving to an AI-based development process that is reliant on the big AI providers. Once the codebase has become fully agentic, i.e., only agents fundamentally understand it and can modify it, the prices will start rising. After all, these loss making AI companies will eventually need to recoup on their investments.…
The latest qwen models are already very useful, and the smaller ones can be run locally on my laptop. These are obviously not as good as the latest frontier models, and that's extremely noticeable for the development workflow, but maybe in a year or two, they will be competitive with the proprietary models we have today, which are incredibly capable. I also expect compute for inference to continue getting cheaper.
The current lock in for me is the UX of Claude Code / codex cli, but this is a very small moat that will definitely be commoditized soon.