Competitors are running the same software Building custom used to be pricier than SaaS That cost equation has been flipped

AI is flipping that dynamic. It enables companies to build and use custom software — solutions that amplify competitive advantages and widen the gap with rivals

Why allow a competitor to run the same software? That's the core issue with SaaS — it's hard to stand out when tools are identical across companies

Key to winning: choose to be positive and grateful, then just keep at it. Time is the great compounder and will do the rest Many people simply lack the discipline to remain positive and grateful, and time

Publish the complete, unedited one-hour interview online

The arrangement then becomes simple and clear: the media must report truthfully or the full footage gets released

Next time someone with political ambitions agrees to an interview, they should bring their own cameras and record the entire session.

OR the other possibility is API revenue is heavily power-law dominated. Maybe roughly 100k superusers make up the majority of revenue. For that to work, a typical superuser would need to be spending on

The only explanation is that something like 20%+ of software engineers are not only Claude users but on API billing and regularly spending thousands per month. At $5/m Opus tokens that implies the average

Even assuming 50% of software workers use Claude, that comes out to $2k spend per month per Claude user — about 10× the highest Max subscription tier. So almost all of Anthropic's revenue would have to

That comes out to nearly $1k per month of average Claude spend across every dev in America. There may be some international usage, but it likely isn't large. There may be some non-software coworker usage,

There are generously 4 million characterized "software workers" in America. That's broad and includes many people who aren't classical engineers and don't produce much code

It's really hard to see how the back-of-the-envelope math works out…

The revenue could be valuable enough that it could be shut down, but it’s allowed because it helps report ever-increasing income and stay ahead in the funding race. In other words, an enemy’s enemy becomes

One fucked up and non-obvious possibility is that certain parties are paying massive sums to them to distill the model via the API.

The patchwork was replaced with a single custom application built around the workflow. 85% of orders now run automatically The operations team handles exceptions, not data entry

A durable medical equipment supplier had orders taking a week to clear. Manual entry, supplier handoffs, payer rules tracked in spreadsheets

With heavy regulations and strict safety requirements, ad‑hoc "vibe" coding wasn't acceptable — 8090 deployed Software Factory and the outcome has been a slam dunk

A public, multi‑billion dollar company that manages critical care for millions of patients.