Really thoughtful and super agree!
ykevinzhang
Karma: 63
To Anthropic’s credit they seem to have backtracked for now (re. Windsurf). I think over time it’ll more be that foundation models end up building more first party apps, putting them directly in competition with app developers. I don’t think API revenues can justify even current day valuations for frontier AI labs so they have to go there.
Very good point here—being able to back out does make the capex look less scary.