[apsurd]

from a coding perspective, it’s about actual value creation. the llms cost money. The subscriptions are a great value subsidized by the frontier model companies.

llms ability to output usable code is insane, I agree. It changed the industry and the shape of what the job means. But the ability to code 10 X more output doesn’t magically create more value. In fact, I am personally skeptical and I’m planning on the first few years of growing pains. These LLMs make the job hard harder, make coordination and collaboration harder. There’s going to be a lot of churn. I quit my last job over the AI mandates.

[rnd33]

Subsidized from a capex perspective maybe, but the profit margins for API-priced inference tokens are likely very high.

Also, a lot of people get stuck on the idea that the main use case of LLMs is to generate more production code. I don't see it like that at all anymore. It's just as useful or even more useful as a problem-solving partner, generating throw-away prototypes, conducting experiments, verifying assumptions against code and documentation, performing one-off UI or smoke testing.