Just to put this in context. If every company did this, all over the world, with that same limit, we are talking about something around $45B monthly in revenue for all AI companies to share.
World bank says there are 3.7B employed humans. Putting the total addressable market at around 67T if all of us spend USD 1.5k on tokens every month. This lines up well with current forecasts from the major AI labs
Uber's $1,500/month AI limit is a useful signal for AI tool pricing
521–530 of 819 posts
Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#522Earlier quoted context omitted.
This.^ I realized this first when moving a design spec from Claude chat to Claude Code and panicked. I literally had to build something like Notion but for agents to act as a portable memory between all cloud and local models and agents. But honestly it paid off! If you are interested you can try it out at markbase.cloud (disclaimer and all that). I am not charging for it.
We run a "context" repository that enables us to transition pretty seamlessly from model to model (usually codex to claude and back). It has skills / plugins / connectors / tooling in relatively malleable MD files. That's what I see as the future. Rather than exporting IDE settings we'll just carry our markdown to the next best tool. It's hedging a bet at this point, but that's why people say there's no moat. If the…
this is how it works: https://help.markbase.cloud/humans/collections/overview
Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#523I use Claude every day. Often for multiple hours a day. Basically doing my job not worrying how many tokens I spend (as in too many or too few). This is a pretty complex code base (database optimizer and related). Just looked at spent for the past 30 day, didn't even come to $600. 95% of my tokens are from cache. If I were to reach even $1500 I have to let claude run unsupervised over night (and with the amount of mi…
That's still in the ballpark. A modest change in your usage habits or workload could easily get you there.
Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#524Earlier quoted context omitted.
Wait what are the sleep medications they actually recommend?
DORAs. Rather than being sedatives, they directly target receptors in your brain that make you think you should sleep. I think the oldest one came out in like 2011. It's kind of like neuroscientists found the trigger to tell your brain "we're going to do a clean shutdown now, trigger transition to runlevel 0". Quiviviq, Dayvigo, Belsomra. All still on-patent, so they don't have generics and are pretty expensive (like…
Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#525Just to put this in context. If every company did this, all over the world, with that same limit, we are talking about something around $45B monthly in revenue for all AI companies to share.
World bank says there are 3.7B employed humans. Putting the total addressable market at around 67T if all of us spend USD 1.5k on tokens every month. This lines up well with current forecasts from the major AI labs
However, that's an absurd scenario.
Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#526Earlier quoted context omitted.
Uber cutting back to ~$1,500/engineer/tool/month makes it look to me like they think there's at least $1,500 of monthly ROI to be had per engineer.
So touche, but since it's usage per task it's kind of weird. This means that the average engineer is efficient at (say) identifying the first 10 tasks they should do but there are diminishing returns after that? That seems like a weird pattern. Wouldn't it be more likely that certain tasks have a ROI based on how efficient the task is generated? Like I'm trying to imagine in my head, if you think an engineer is more…
Completely agree with that.
Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#527> That means each employee's AI spending cap is ~11% of that median compensation package. Probably better to use the fully-loaded cost of the engineer, which is much higher than their compensation package. The fully-loaded cost is the total cost paid for the labor power of the engineer, and it includes big ticket items such as office space, food, equipment, insurance, payroll tax, fringe benefits, recruiting costs. I…
"$330k/year" Lol. I thought I clicked on hacker news 2022.
Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#528Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#529Just to put this in context. If every company did this, all over the world, with that same limit, we are talking about something around $45B monthly in revenue for all AI companies to share.
World bank says there are 3.7B employed humans. Putting the total addressable market at around 67T if all of us spend USD 1.5k on tokens every month. This lines up well with current forecasts from the major AI labs
Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#530Earlier quoted context omitted.
I also randomly wrote some code in a bind yesterday, while I was on the toilet, and it felt so strange. That was the first I'd written in probably 6 months.
You don't even make small tweaks by hand? There's so many things that are honestly faster to do by hand than wait for agents to do.