A) the uptime matrix between Github, OpenAI, and Anthropic means that we've faced multiple entire days of not being able to ship org-wide due to our reliance on automated code review and other tooling. Every cloud service baked into our CI pipeline becomes a point of failure. We can't live without AI anymore, but it too often either directly or indirectly gets interferes with our ability to ship, and I don't see this improving any time soon.
B) Locally hosted AI has serious advantages with regard to PII/sensitive data management, and there's not much the frontier models can do to overcome this. There are so many things I want to build and let loose in a sensitive data environment but can't due to data governance around frontier models.
C) Anthropic and OpenAI cannot keep prices low forever. They're still burning insane amounts of cash and at some point, they're going to have to transition from growth mode to profit mode. They're already juicing their sales pipelines to the max with introductory pricing and other things to get people in the door. But those are all short-term online marketing plays.