Nah. Everybody is talking about ai. Everybody is using it. It's by far the most popular new tool human beings are using currently. As popular as mobile phones or spoons. And maybe as disruptive as the steam engines. AI companies are becoming the largest software companies on the planet. Everything points into that direction. Trillions of dollars are waiting in the market to be collected.
Right, but the question is whether the companies producing foundation models will capture that value or not. Right now it seems like tokens might end up just being a commodity sold at cost plus, and companies higher up in the supply chain will make the money. Electricity changed the world but electricity companies capture very little of that value.
I'm betting on it. I'm working on a project right now where I'm prototyping everything with Claude, until I hit my limits on my MAX subscription for the week. Then I switch to Codex, and start by ironing out harness differences. When I max out that, I switch to a mix of GLM 5.1, Qwen 3.6m, Kimi K2.5 and Deepseek and spend part of the time ironing out issues with them while they work on other parts of the project. Every iteration, the harness gets hardened and the pain of switching to the cheaper/dumber models reduce for the next cycle. The gap reduces each time, and with each new upgrade of the open models. Everything points to the cost/value intersecting in not too long.
> Everybody is talking about ai. Everybody is using it.
Please take a moment to step outside the tech bubble. Neither my neighbor (a hair stylist) nor the carpenter fixing up her kitching cabinets are "using" AI. They might get Gemini text when googling something, though they often scroll past it because they often don't trust it. And they get lots of fake videos when scrolling their youtube which increasingly annoys them. The only times they are in touch with AI is when it's forced upon them, and otherwise they are living a pretty good life without any of this.
Based on what? A lot of this is vibes and FOMO; just like any economic bubble.
There is no objective evidence of anything you’ve said. It isn’t even clear if AI has contributed positively to global economic growth. It reminds me a lot of the late 90s and the dot-com mania. Slapping a domain on a commercial would make your stock go up even if there was no substance to any of it.
The real shame is this mania drowns out serious, practical use cases because when the bubble collapses, the market will throw the baby out with the bathwater.
Regardless they are getting that revenue through genuine demand for their product. It’s not like they are selling back some commodity product, billions are being spent on model outputs.
I think anyone who has used Opus 4.6 can see what is causing this demand. It is genuinely “smart” in the sense that it can work its way around non-trivial coding problems.
Well. The 5090ti is significantly faster than a 1080ti. It has 92b vs 12b transistors. That's the 10 years difference you mention. 10 years before the 1080ti we had the 8800 ultra with 600m transistors. So yeah you are a bit right. But stacked transistors in the future might become reality and enable transistor increase again.
A 5090 is more than twice as expensive as a 1080 Ti in real MSRP terms and way more than that in actual real terms, since the 1080 Ti was available for some time below MSRP, while the 5090 realistically never was and usually goes for 50-100% above MSRP. So I don't think these can be compared. Basically a similar story with the 5080, it's significantly more expensive in real terms (and about ~2x in nominal terms).
The 5070 Ti would be the same spot.
If you compare these - the RTX 50 card has a bit higher TDP (which it will usually not reach due to clock limits), is a roughly 100mm² smaller die with around 4x the transistors and about 3x the compute (since much more of the chip is disabled compared to the 1080 Ti's chip). It has 5 GB more memory (11->16) and a lot more bandwidth.
The problem with agents is that it is currently way too expensive. 100 times more expensive maybe. Another big issue is the lack of interactivity with an agent. Therefor for now agentic development is only viable from your own machine. And there isolation is less of an issue easier to manage.
People still believing in AI being a temporary thing are the same ones refusing to get a mobile phone in the late 90s. Stating it wasn't needed and just a nice to have.
A key take away from this article is that you as a developer spending as much time on refactoring as on the actual feature. You are constantly requesting code reviews, architectural assessements, consolidations, extractions etc. only then you can empower AI to become a force multiplier. And prevent slop and spaghetti code to be created. Nice article
Can't we just use claude desktop / cli to generate an invoice. In my experience if you provide some skills and access to some data it can generate pretty consistent invoices. No other tools needed at all.
Invoices have strict requirements and having the model accidentally hallucinate and make an incorrect invoice could put you in legal trouble. Besides, why would you pay for tokens instead of using a free tool?
Why would you knowingly generate invoices that are sometimes wrong? That’s probably illegal and certainly going to be a pain in the ass. Why make a critical business function dependent of the availability of an external service when you could easily do it locally?
My Claude can create a reuse a 200% deterministic script that generates invoices tailored exactly to my needs. No way any other tool can match that. You guys live in ancient times
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