Meanwhile, in the real world, my company has locked down usage of Anthropic's top-tier models, because costs were out of control. Even the low-end models are usage-capped, and developers are starting to write code by hand again.

And we're busily setting up local models we control ourselves on our network edge. We'll probably end up with a modest budget for frontier models (until the model providers collapse), but most of the coding will be done by local models and developers themselves.

And that seems to be the way the entire industry is going, unless Anthropic starts subsidizing tokens with investor money again.

In conclusion: Get fucked, Dario.