Just wait if they go public. Claude 5.4 fails the Pelican test stock sheds 20% of value pf news. Wall street wonders if the lack of front wheel means there is something seriously wrong with the stocks underlying value
It feels like a repeat of the dot com infrastructure buildup that spurred the whole 2005 explosion in affordable hosting and new companies. This will probably leave us massive access to affordable compute in a couple of years.
I expect engineering departments to be flattened and reduced in people. Corporate silos of responsibility around apps will probably disappear as a senior developer with tools can be pretty effective across platforms and technologies because the value of architectural and design thinking becomes more valuable
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