> hundreds/user/month
replyWhat is this based on? The only thing I can think of is AI coding tools but only a few companies do it properly. I don't see gitlab capturing any of that spending
Also the whole "removing layers". Today's prof g market video was about the topic. Afaik it was the Coinbase CEO telling the same. Do these people get together to discuss their talking points? Or are they signalling to investors?
Presumably based on the fact that the OpenAI/Anthropic $200/month plans are selling like hot-cakes, and it's not often that a new software category comes around which attracts those kinds of per-seat prices.
replyIs the underlying assumption that gitlab will see new paying users because more people are buying coding agents?
replyIf gitlab thinks they are as famous as github i don't know what to say. They should have atleast positioned themselves as a better github alternative
> Do these people get together to discuss their talking points?
replyNone of these visionaries and thought leaders have ever had an original idea in their lives, they just ape eachother.
The average value an individual software is lower but the volume is definitely higher, if github imploding regularly is any indication
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