[camdenreslink]

But they are marketing their AI as replacing all software engineers. Their CEO can’t stop saying it. According to them the cost of producing software is now just the cost of tokens to generate it.

They have special knowledge to leverage AI to clone (and even improve) huge revenue businesses with high margin. If their claims about the abilities of LLMs are accurate it would be foolish to just leave that on the table.

It would also prove the power of their LLM product as truly disruptive. It would be amazing marketing!

[hattmall]

They care about money, they are making tons of investor money doing what they are doing, there's no incentive to pivot if it would just turn investor money into consumer money.