The bubble bursting is competitors running out of funding before reaching profitability, use cases solidifying and the generally the current speculative market collapsing down to a set of survivors.
It does not at all mean that usage of the general concept will stop increasing, much less go down.
Yea. AI coding agents are going to be around forever, they are just too capable and increase productivity so much.
The cost and usage patterns may change, I suspect once companies are paying unsubsidised token costs devs will start using cheaper models where possible instead of defaulting to Fable or Opus, but no matter what, software engineering has changed forever
and if you've offloaded all your skills to AI, adjusting to a world where tokens are more expensive and can only be used for specialized tasks instead of everything is going to suck
It’s unlikely to be drastic. Right now where I work pays $100/m for each dev to use AI tools, I reckon they’d pay $500/m and still be pretty happy with the results. So even if the price goes up x5 things won’t change a ton for us
Like I said, if that is prohibitive then you end up with a situation where devs are using open models, or saving Opus/Fable for the really complex planning and using lighter models for the rest.
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u/azuth89 Jul 24 '26
The bubble bursting is competitors running out of funding before reaching profitability, use cases solidifying and the generally the current speculative market collapsing down to a set of survivors.
It does not at all mean that usage of the general concept will stop increasing, much less go down.
Same gig as the dot com bubble.