the real interesting way to address the question of token effectiveness would be internal alpha vs beta testing and measuringing marginal revenue generated by similar teams using ai and at different usage levels. right now $1500 a month is not a meaningful signal of anything beyond current executive willingness to spend. in the long run executives will cut spending where it does not support income generation.
Uber's $1,500/month AI limit is a useful signal for AI tool pricing
701–710 of 819 posts
Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#702How many more months do we need to wait, until big companies realize that flash models work just fine if you: 1) Don't ask LLMs for big changes 2) Review everything and point them in the right direction Large models still suck at big changes, they produce questionable architecture and you still have to review the code, if your project is serious enough. The codebase quickly become a mess, if you don't pay enough atte…
There is something about using the most advanced tooling possible. Why would you pay for IntelliJ, if Eclipse can do the same thing a bit worse?
You want to master your craft, develop "optimal" systems, understand where things are going by utilizing SOTA.
You can call it FOMO, but you get the point.
Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#703Earlier quoted context omitted.
If you do the math, they don't have a choice. If China captures America's AI market it'll cause a major depression. They'll give it the BYD treatment, though it'll be a lot less effective.
They'll ban them because (unless run locally or self-hosted) they are just data capture tools for the China.
You dont think CIA and NSA are reading the data Asian and European companies and individuals send to openai and antropic?
Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#704Earlier quoted context omitted.
> Stocks going down didn't un-research drugs Drugs cost pennies to manufacture after they are researched and make their way through the approval pipeline. There are many generic drug manufacturers who can work off the existing formulas. The more apt comparison is that LLMs won't be un-trained. Opus 4.8 now exists. Even if Anthropic somehow went bankrupt, that particular asset could, at the very least, be sold for pro…
Research does get lost over time. The whole point of the patent system is keeping that from happening; if the drug company goes bankrupt, even if they lose all their internal documentation in the process, hopefully the patents and other public paperwork provides enough information for an unrelated company -- either having acquired the patent rights, or after the patent period ends -- to reconstruct the processes with…
> If a bankrupt AI company maintains enough of a skeleton crew to consolidate and archive its intellectual property it could be sold off to another company, but there are also timelines where it all ends up digital dust in the wind.
Only if that skeleton crew had deep deep pockets. If Anthropic closed their doors tomorrow because the market collectively saw that AI was not profitable and so open sourced everything, there wouldn't be any money to train Opus 5.0... it would then have to fall on governments to put money into the hat (which I can't see happening unless it was Europe)
Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#705Earlier quoted context omitted.
> Because companies are betting that this spending will allow them to reduce cost by firing people. I've never worked at a company that didn't have a technical backlog measured in years.
If they don't hire to get it done it means they don't think it's really important to get it done.
That is an amazing point that invalidates the backlog in my mind. Stated vs revealed preferences in the end.
Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#706Earlier quoted context omitted.
Not exactly a problem for cloud gaming.
Has there ever been a market for cloud gaming apart from middle class people with macbooks who casually want to play one particular game but not enough to pay for a whole PC or console?
I have a big beefy gaming PC. I still use cloud gaming from time to time. It means I don't need to juggle so many 100GB installs on my gaming handheld or cheap personal laptop, both of which can sometimes struggle to play actually demanding games. Battery life on those mobile computers are significantly better when cloud streaming a game instead of running computationally demanding games locally. It also makes the friction around trying out a game significantly lower, all I need to do is click play and the game is running instead of having to wait for it to download, play it a bit, decide I don't really like the game, and then uninstall it.
The feature being bundled in with GamePass makes it worth it. I used to VPN home and try and run games remotely, but it was honestly a bit of a pain. Just pressing a button and having the game launch is quite nice.
Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#707Earlier quoted context omitted.
I'm surprised people think LLMs, a thing which mainly excels at advertising, spam and writing code is going to generate that much economic activity.
Two of the things you’ve listed are some of the most profitable activities in our economy.
I mean, that says a lot about the kind of crisis out current economy is in. How much longer can the United States Be a world leader when it’s primary function is social media and advertising
Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#708Why there are so many people that still believe that AI coding is a fad? It's something that started less than two years ago and companies are already paying thousands per seat. I know one that gives you 5k per month. Which other tool went from nothing to this level of acceptance so quickly?
>Why there are so many people that still believe that AI coding is a fad? Because there's not a single piece of evidence that this has improved the quality of the delivered software, or for that matter even the speed of features any of these companies produce, in fact if anything the opposite. The point of software development, the hint is in the name, is to develop software, not consume tokens. If Uber was now full…
I don't believe that the quality is the best metric for these companies. I doubt that Google has top-notch code quality in every product they developed, but it does not matter if they are making billions per month. Furthermore, I honestly believe that the quality stayed the same, at least.
Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#709Earlier quoted context omitted.
Companies whose main core competency is writing code were already making up a big chunk of the economy before AI. Also, less wealthy companies were constrained in their use of software by the inability to afford the salaries of talented programmers (and ripoff practices from software consulting companies who in theory could help). Lowering the cost of building software systems ought to unblock a good amount of econom…
Those companies are certainly writing more code. But It isn’t clear that they are increasing their economic productivity. It could even conceivably have the opposite effect by fueling a race to the bottom. e.g. an interesting possible canary in this coal mine is that there’s been a 200% increase in the rate of new apps appearing on Apple’s App Store, but it has not been accompanied by a 200% increase in the rate at w…
I would go as far as to say writing more Code has almost no impact on their economic productivity. What drives those companies is infrastructure and networks
Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#710Earlier quoted context omitted.
I'm surprised people think LLMs, a thing which mainly excels at advertising, spam and writing code is going to generate that much economic activity.
Companies whose main core competency is writing code were already making up a big chunk of the economy before AI. Also, less wealthy companies were constrained in their use of software by the inability to afford the salaries of talented programmers (and ripoff practices from software consulting companies who in theory could help). Lowering the cost of building software systems ought to unblock a good amount of econom…
You are wrong, sir. Their core competency is building out infrastructure and networks to support their software and user base. software is by far the least complicated thing they do.
what makes YouTube YouTube is not the video player it’s the servers that can handle petabytes of uploads a day and billions of views. YouTube software wise, is no different from the 100s of porn websites that are coded by small European teams