Yeah, I bet all labs releasing SOTA models are more than happy to remove the main way they make money and let you run it locally, especially if you're a big spender like Uber who seems very willing to throw money into the sea as an experiment.
Anthropic and OpenAI license to the public clouds. Google reportedly licenses to Apple. licensing to Fortune 100 companies running on their own infra is an obvious next step
it is a race to the bottom and I’m not sure the labs win that race. we’ll see!
If the large, well founded IT companies in the world believes the current AI cost is to high, then Anthropic, OpenAI and CoPilot have no actual customer base. AI is then relegated to very profitable niche business, but that can't fund the R&D for the models.
Also, I don't believe you need to spend $1500 a month on a coding agent if you optimize usage at all.
For the employer those employees cost between 2945 - 7736 EUR per month based on https://kalkulatori.lv/lv/algas-kalkulators (income and social taxes).
So on the lower end that's (1500 USD ~ 1300 EUR) close to half the total expenses of such a developer, on the high end here around 15-20%. That's quite significant, depends on whether their productivity also improves (if that's what the orgs care about).
And we’re not even the country with the worst pay out there, but pay the same for tokens, cause regional pricing isn’t a thing!