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Demand is currently not sustainable because they - ant and OAI - refuse to raise prices.

Infact they’re going to end up in price competition unless they field an army of ‘FDE’ who go to every large firm and reorganise the operations around their models and displace labour.

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I was under the impression this was only on the consumer side? I have heard of contracts expiring and them wanting a lot more money now (forcing from generously subsidized enterprise seat plans to all API usage). Specifically Anthropic in this case.

GitHub copilot then comes in and offers multi provider support including open source models, and gets the contract due to Microsoft’s existing establishment and lower price point.

Anthropic can’t raise their prices without loosing market share of Claude code

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