If we get to an end-state of monopoly/duopoly at this game, then we are truly screwed.
I was just stating my current use and revenue path. Anthropic has insane velocity, in April of 2026.
I think Deepseek is already there.
Energy will get fully solved eventually. To think otherwise is to bet against humanities ability to innovate, which I don't think is ever a wise bet.
I just ran a quick gpt check - EC2 Prices have gone down by more than 80% after accounting for performance and inflation over last 20 years.
The math is pretty simple, and it's easy to justify still paying the price even if it goes up 10 fold, when compared to hirering more resources its still cheap.
So I guess having multiple players and competition in the market is the key?
Does everyone need a graphing calculator? Does everyone need a scientific calculator? Does everyone need a normal calculator? Does everyone need GeoGebra or Desmos ?
100% agree. I have been trying to tell everyone to build their ideas, and exploit this environment where 100B of VC money into OpenAI/Anthropic = some percentage of money invested into your idea. This is the golden era of building! The music is gonna stop soon. Build now ffs!
Chinese models like Deepseek v4 are as good and 10 times cheaper. You can even run Deepseek locally. So no, cheap AI wont be over. Just the US investors won't be able to profit off of the artificial bubble that is there now but wont be in the future.
It is likely that 99% of the value created by Anthropic / OpenAI / friends will go the end user. Which is great news.
It's like insane hype marketing speak. "insanely agile products delivered" like huh?
I believe that I am more of an AI realist. The agentic dev tools are really helping me out, but if I could wave a magic wand to make AI go away for a hundred years, I would do it.
I really hope that we can all laugh at how wrong I was.
However, I believe that the horrors will likely outweigh the benefits. Our global society/political systems are not ready for Stasi as a Service, mass unemployment, or any of this impending crap storm.
Who could call me a starry-eyed idealist? I have invested in bunkers.
I hate money.
You know what I hate even more? Being the supposed "smart one," and having to borrow money from my entire family to get through my health issues.
I will never do that again, hopefully.
Like ex-developer turned PM who is now vibe coding everything they can and thinks it's the greatest thing ever.
To the GP: I'd like some details of these "insanely agile products". Is this insane agility reflected by your customers saying that they have a better, faster, more reliable product? How are you measuring this?
I get that it's tedious to sit on tech forums listening to an endless stream of people insisting that suchandsuch technology is world-changing. Many people and probably most people who say that are wrong. But sometimes the world really does change.
It's tedious because the insistence doesn't seem to be matched by much observable change.
If software development speed has doubled, then we should be seeing not just an increase in apps being released, but an increase in product output from the big players too.