[DrewADesign]

Because they can think more than one quarter into the future? Why on earth would someone adopt something into their core workflow that was fantastically unprofitable? Uncertainty and business don’t mix. Most people aren’t hype-eating bacteria that only care about maximizing their next paycheck.

[wheresmylogin]

One reason is that all the code you write with this goes in your private git. If using AI no longer is possible because of cost, you can still profit a lot from what you did with it before.

[DrewADesign]

For consultants? Sure. What percentage of contractors are consultants? And is that better than going with something in your stack that’s sustainable even if it’s not totally optimal? I’d wager most would say no.

[nradov]

Regardless of profitability there will always be multiple good LLM vendors as well as open-source alternatives (slightly worse but still pretty good). If one vendor fails then it's easy to switch your core workflow to a competitor.

[DrewADesign]

On an individual basis for coding? Sure. If you’re a significant business with agents that do more nuanced work, which is the only kind of customer that will let any of these companies pay back those trillions of dollars as quickly as they need to to stay alive, these are not fungible services.