Microsoft is cutting Claude Code licences inside its core product teams. The reason is not strategy. It is the bill. The end of the AI coding experiment has arrived?
Yeah you’re kind of getting where I think or at least am hoping the market will go. You can already retrain public models locally but the tooling is either way too low level, or completely vibe coded.
I think the main contradiction in the market is that AI models are too big and expensive to run profitabily. But if they make them more efficient then the models can run on consumer hardware and that fucks up the SaaS AI business.
Don’t worry, all the data centers will be put back to use mining crypto as god intended.
Too expensive to run profitably + efficient models undermine the SaaS model + Chinese tech is always threatening to surpass them for a fraction of the cost. Even if they try to gatekeep efficient and local models, deepseek is right there.
Deepseek can be blocked trivially on national security grounds. Trivial in comparison to gatekeepibg local models because that’s just data that’s already out there.
Yeah you’re kind of getting where I think or at least am hoping the market will go. You can already retrain public models locally but the tooling is either way too low level, or completely vibe coded.
I think the main contradiction in the market is that AI models are too big and expensive to run profitabily. But if they make them more efficient then the models can run on consumer hardware and that fucks up the SaaS AI business.
Don’t worry, all the data centers will be put back to use mining crypto as god intended.
Too expensive to run profitably + efficient models undermine the SaaS model + Chinese tech is always threatening to surpass them for a fraction of the cost. Even if they try to gatekeep efficient and local models, deepseek is right there.
Deepseek can be blocked trivially on national security grounds. Trivial in comparison to gatekeepibg local models because that’s just data that’s already out there.