I think the amount of turmoil around these deals is giving more weight to the possibility that we’re in a massive bubble thats quite divorced from any kind of fundamentals. Sooner or later the bubbles gonna burst.
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I decide to try out the agent built into VS Code. It basically matches most of these fly by night "agent" ides which are mostly just VS Code forks anyway.
But it's weird. Because Microsoft can use Anthropic's API, funnel them revenue and take a loss on Copilot.
We're all getting this stuff heavily subsidized by either VC money or big corp money.
Microsoft can eat billions in losses on this if they become *the* provider of choice.
This stuff isn't perfect, but this is the worst it'll ever be. In 2 years it'll be able to replace many of us.