The AI Coding Business Ate Itself
Five years, GitHub Copilot to Claude Code: coding proved right; foundation models swallowed small models, workflow tools, IDEs. What remains isn't software.
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Business Models2 posts
On LLM Pricing: Supply Is Locked by Chips, the Rest Is Business Philosophy
LLM pricing is stuck: chip controls cap supply, while three user groups pull demand into different shapes. The once-obvious Coding Plan is now under fire.
7 min read