I don’t quite understand what you’re suggesting.

I have both the Claude and ChatGPT entry-level business plans, and I feel like I get more use out of Claude, and that's even with some Fable and Opus use.

Yes, according to this:

https://x.com/SemiAnalysis_/status/2064815044085318040?s=20

also, codex apparently uses fewer tokens to complete tasks, in part because their tokeniser is about 80% the length of that in tokens for the same string as that of the latest anthropic ones. This might be fable only though.

At the moment a lot of companies thinking of it like speculative capex - we can just stop doing it if we don’t get results, or we can easily optimize.

My concern is that with all the bundling that the model labs are doing the lock-in becomes harder than anticipated to unwind

Same, however managers are starting to ask questions, started with what can we do to help remove bottlenecks (they think sprinkle unlimited tokens -> revenue multiplies). In actual fact what happens is devs benefit.

It's like the company gave every senior dev a super eager brilliant fellow coder to do their work for them so they can 'do more important things' i.e. Netflix and sleep.

'Yes still working on this ticket' When codex/cc completed it flawlessly last week.

It is just extremely difficult in most companies to draw a line between a specific feature and an amount of revenue. A lot of engineering has a stochastic type of impact.

(It’s often easier to see what a feature does to reduce costs though)

I wonder how it's possible for a developer to assign profit. The article mentions Uber's $1500 limit per developer per month. At work we're using an LLM to analyze Windows crash dumps, which turns out to be quite expensive -- several dollars per dump, and you might analyze many every hour. Others don't use AIs very much. Should those not using so many tokens donate them to the crash dump people? And back to your point, how can we assign a profit to this? Customers love having their crash dumps analyzed quickly, but that's not the same as it being profitable.