> But we already have a co-piloting AI tool; it’s called GitHub Copilot! Microsoft launched it 2.5 years ago, and it became the leading AI coding assistant almost overnight. Today, more than 1.3 million developers pay for it (!!) across 50,000 companies.

> At $20/month, it’s a price point that is very hard to compete with, especially given how expensive GPU infrastructure is, which needs training and fine-tuning for operating large language models.

And Microsoft was reportedly losing $20 a month per user at this price point, as of early 2023.

https://www.techradar.com/pro/microsoft-is-reportedly-losing...

This seems like a very difficult space for startups to compete. Devin has to be a lot better than copilot for people to spend money on it, which they need to if the authors don't want to burn through capital like Microsoft is.