Tell that to the thousands of comp sci students who drop out every year because they don't like programming in C!

I used to think I was incapable of learning "real" programming because I didn't get C. When I later read a book on programming in assembly, I realized that everything that had felt so complex was actually not so difficult. C pointer syntax is weird and doesn't parse naturally for many people, especially programming novices who might not yet have a solid grasp on what/how/why they're doing anything.

But will they pay the unsubsidized cost when anthropic needs to turn a profit?

And they actually can’t increase the price much.

Token generation is the metric Jensen Huang keeps pushing to temper analysts, which also affect nvidia’s future expected cash flows of course.

If increasing the price causes that metric to drop, the whole narrative falls apart and fear will spread in the stock market.

They’re all racing very close to the edge. Some closer than others.

Does it matter that codex is now as good as claude code?

Check dev spaces like twitter and discord and all anyone talks about is claude-code, openclaw, opus 4.6 etc.

The mindshare went to anthropic.

Just like OpenAI's original moat, I don't think that's particularly durable. I've already seen plenty of people swing back to preferring codex, and it'll probably swap again with the next model drop. Openclaw is potentially better integrated with ChatGPT at this point because of the explicit subscription support.

Nothing about AI mindshare is durable. As Anthropic tightens rate limits and/or raises prices, everyone will move to something else.

This week I’ve been hitting CC rate limits, and I switched to Codex with virtually no disruption to my workflow. It’s not good for Anthropic that I was able to do that!

One of the things I’ve been wanting to see is basically an estimate of their minimum revenue to meet investor expectations, too. I’ve heard people talking about using even cheaper local models aggressively to save on tokens and it increasingly makes me wonder if they’re caught in a vice where prices need to go up but if they raise them they’ll just shed usage to the competition, especially since at least Google has a much longer runway.

That is 100% what I think is going to happen.

I wrote about it here: https://tombedor.dev/open-source-models/

that's why openai bought openclaw

I mean they hired the guy who created it. It's not exactly like openclaw is a real product.

Sure it is.. you can download and use it right now. Helps you understand why people are interested in it, at the very least.

Also not like it’s a particularly good piece of tech. It was the first to show a new category. But jeebus the design and security are a nightmare. Any of the numerous other claws are better choices for anything serious.

Trivia was always the hallmark of an insufferable programmer. Remembering the syntax to regex always struck me as a detail of programming, not a fundamental. I'm glad I no longer have to waste my life debugging it.

Gross margin

The worst are the anecdotal poster claiming that they are faster and more correct than an LLM nearly all the time.

If that's not delusional thinking I don't know what is.

Even worse is the "true believers" who without any sort of justification will just declare that "everyone is cooked!"..

RSLs and pub/bistros on shopping centres and along major thoroughfares are the big ones. They're absolutely everywhere, just not traditional pubs in the inner to mid suburbs as much.

RIP

Isn't that state based?

Also I'd say the federal government's approach to ICE deportations is a little stronger than even the COVID measures.