Pretty sure they picked the wrong tech to try and lock people into. It isn’t hardware and doesn’t have some kind of proprietary interface that takes time to get used to when switching. Some models might be better than others at specific things, but not enough to justify the prices they are going to charge for output you have to review and fix.
This is literally the easiest thing to jump ship from.
That’s the stupidest thing about these AI companies’ valuation.
They don’t even really own anything!
Their models – their main proprietary IP – are not copyrightable or patentable, and not legally protected in any way. Any competitor can copy them at any time and then offer the same service for cheaper, without the overhead costs for training. The giants of the AI industry could easily be undercut and replaced at any time.
It would be if so many companies hadn’t bought into the microsoft ecosystem so hard.
My company did the usual BS of “well we have an e5 license so it’s free”. Now we are married to all their stupid shit and have no relationships with other providers.
End of the month gonna be expensive. Now expect a scramble to cut master service agreements and contracts with others in a panic.
This is literally the easiest thing to jump ship from.
I’m not sure about that. We see professional developers complaining all the time when their AWS or GitHub account is banned. But this time we’re talking about vibe coders who have less skills than the average developer.
I believe that is largely their employers’ decision. It is easy to switch, but it is the boss who makes that decision, not the tech-literate team. Bosses like big well-known companies that can absorb blame so they can continue to cash their big pay checks even after failures that were clearly the fault of the 3rd party that no other bosses could blame them for choosing.
This is literally the easiest thing to jump ship from.
It depends how heavily you are leaning on ML tools to do business processes honestly.
It’s easy to implement something that mostly works and doesn’t need a ton of baby sitting, but moving from one solution to another is like rebuilding an ERP if you have gotten deep enough into the weeds.
This bubble is super scary though. The only things I can see propping it up would be world governments once the tech companies and other large enterprises halt spending. I don’t think the US can shoulder the costs and nobody else is gonna lol
Since the article is talking about devs, any who were able to code before should be able to carry on without an LLM by their side. They might not be as “productive”, but jumping ship, or even forgoing one, should not be a challenge.
Have you seen the IPOs and the rule changes that the stock exchanges and index funds made to please the AI overlords? It’ll be US pension funds left holding the bag when the bubble goes pop
It isn’t hardware and doesn’t have some kind of proprietary interface that takes time to get used to when switching.
The proprietary interface is kinda the largest selling point, besides the once cheap prices. But the $10 plan going from 300 multi-hour prompts per month to 20 quick prompts per month effectively makes it worthless. Though, you could just pay a few hundred/thousand per month and continue, or bring your own API key from elsewhere, but at that point just use someone else’s interface. It’s not that much better than competitors and copilot isn’t offering anything unique.
Pretty sure they picked the wrong tech to try and lock people into. It isn’t hardware and doesn’t have some kind of proprietary interface that takes time to get used to when switching. Some models might be better than others at specific things, but not enough to justify the prices they are going to charge for output you have to review and fix.
This is literally the easiest thing to jump ship from.
That’s the stupidest thing about these AI companies’ valuation.
They don’t even really own anything!
Their models – their main proprietary IP – are not copyrightable or patentable, and not legally protected in any way. Any competitor can copy them at any time and then offer the same service for cheaper, without the overhead costs for training. The giants of the AI industry could easily be undercut and replaced at any time.
The hardest part about the copying is the actual copying without having access to the weights or even just a ready to run file for the model.
IIRC Deepseek kinda did something like that by asking ChatGPT tons of questions to train their own model or something
Yeah, you can do that … or some good old fashioned corporate espionage.
Or, hell, just ask ChatGPT for its weights model. With how shitty these AI companies are at security and guardrails, that might just work.
It would be if so many companies hadn’t bought into the microsoft ecosystem so hard. My company did the usual BS of “well we have an e5 license so it’s free”. Now we are married to all their stupid shit and have no relationships with other providers. End of the month gonna be expensive. Now expect a scramble to cut master service agreements and contracts with others in a panic.
I’m not sure about that. We see professional developers complaining all the time when their AWS or GitHub account is banned. But this time we’re talking about vibe coders who have less skills than the average developer.
I believe that is largely their employers’ decision. It is easy to switch, but it is the boss who makes that decision, not the tech-literate team. Bosses like big well-known companies that can absorb blame so they can continue to cash their big pay checks even after failures that were clearly the fault of the 3rd party that no other bosses could blame them for choosing.
And they need to subscribe to access and execute their troubleshooting options.
If you’re a pure vibe coder, this is literally 9/11.
All of them also bring their own comfortable export feature.
“I want to share all of this with my team. Create the prompt that is necessary to do this”
It depends how heavily you are leaning on ML tools to do business processes honestly.
It’s easy to implement something that mostly works and doesn’t need a ton of baby sitting, but moving from one solution to another is like rebuilding an ERP if you have gotten deep enough into the weeds.
This bubble is super scary though. The only things I can see propping it up would be world governments once the tech companies and other large enterprises halt spending. I don’t think the US can shoulder the costs and nobody else is gonna lol
Since the article is talking about devs, any who were able to code before should be able to carry on without an LLM by their side. They might not be as “productive”, but jumping ship, or even forgoing one, should not be a challenge.
Have you seen the IPOs and the rule changes that the stock exchanges and index funds made to please the AI overlords? It’ll be US pension funds left holding the bag when the bubble goes pop
Privatize the profits and socialize the losses man.
astronaut meme.
The proprietary interface is kinda the largest selling point, besides the once cheap prices. But the $10 plan going from 300 multi-hour prompts per month to 20 quick prompts per month effectively makes it worthless. Though, you could just pay a few hundred/thousand per month and continue, or bring your own API key from elsewhere, but at that point just use someone else’s interface. It’s not that much better than competitors and copilot isn’t offering anything unique.
It can still be pretty difficult to jump ship for any large corporation, but yeah there’s certainly harder things.