[hkt]

Competition is the thing. Prices will drop as more AI code assistants get more adoption.

Prices will probably also drop if anyone ever works out how to feasibly compete with NVIDIA. Not an expert here, but I expect they're worried about competition regulators, who will be watching them very closely.

[troupo]

> Prices will drop as more AI code assistants get more adoption.

No, they won't. Because "AI assistants" are mostly wrapped around a very limited number of third-party providers.

And those providers are hemorrhaging money like crazy, and will raise the prices, limit available resources and cut off external access — all at the same time. Some of it is already happening.

[lelanthran]

> Prices will drop as more AI code assistants get more adoption.

What's the reasoning behind this? They are already doing the efficient "economies of scale" thing and they are already at full capacity (hence rate limiting).

The only way forward for this AI providers is to raise prices, not lower them.

[hkt]

The more AI assistants there are which are roughly equally competent, the more price becomes a factor. Mobility between providers is quick, it only takes one company willing to burn a lot of cash to win users or strategically hobble a competitor to start a price war. Maybe I'm wrong, but intuitively it feels like this will be the probable endgame.