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On the other hand, SpaceX has a handful of very large clients, and around 12 million small clients, which probably provide a less clumpy income.


If you were paying commercial token rates, what would the cost have looked like?


This the the pricing model for Anthropic now too for business customers over 150 seats - under 150 you can take the Team plan at $25/mth & it’s similar to the personal plans, but Enterprise you’re billed by the token (with a $20/seat minimum but the tokens are pooled together). This is the AI Uber moment where the VCs stop subsiding your fares.


To be fair the margins on inference should be pretty good for Anthropic and OpenAI.

The token cost for very large open models seems to indicate that. Of course DeepSeek is probably subsidizing their current pricing to a significant extent but then you have all other provides on OpenRouter and I can't imagine it would make sense for them to operate at a significant loss since they don't offer anything but inference.

Anthropic is just utilizing its position to maximize the prices as much as possible and see what the market can bear and of course they are not even close to offsetting their R&D and capital investments.

If LLMs become commoditized and open models become good enough for most use cases its hard to imagine that prices won't drop (and the AI bubble popping as a consequence of that...)


The frameworks-and-tools make for good blog fodder too, as they are quite applicable across a range of areas, so many readers will find something that resonates with them, and claude-code-is-pretty-good-these-days is a less blogworthy topic.


Is your phone connected to some work mobile device management? I could imagine someone has a jinxed Jamf or intune rule that is pushing things out.


No, this is my personal device. It has never been connected to any MDM.


Have you actually checked your device management settings?


Yes. In Settings > General > VPN & Device Management, it says 'Sign in to Work or School Account'. Is there a different device management setting that I should be looking at?


That's the one. I was worried you might have something you didn't know about!


Yes, there are alt app stores that try to get you to agree to installing a MDM


But when you build a skyscraper you don’t one shot a completed building that stays static its entire life - you build a set of empty floors that someone else designs & fits out, sometimes years after the building as a whole is commissioned, usually several times in the lifespan of the superstructure.

And in the fitting out there often are things that exist only to get customer feedback (of sales), such as model apartments, sample cubicle layouts etc.

So yes, you are right that engineering can guide us to building something right first time - the hard part from software perspective is usually building the right thing, no the thing right.

An interesting analogy I came across once but could never find again is that with software systems, we’re not building a building, we’re designing a factory that produces an output - the example was a mattress factory that took in raw rubber feedstock & cloth and produced mattresses.


Are you running a mattress factory? Or are you trying to run a hotel, and need mattresses, so you build a mattress factory? The "software industry" is that - dysfunctional with perverse incentives.

We should not be building the same software over and over and over and over. I've built the same goddamn app 10 times in my career. And I watch other people build it, making the same old mistakes over and over, like a thousand other people haven't already gone through this and could easily tell you how not to do it. In other engineering professions, they write that stuff down, and say "follow this plan" because it avoids all the big problems. Thank god we have a building code and not "agile buildings".

Agile sucks because it incentivizes those obvious mistakes and reinventing of wheels. Planning allows someone to stop and look up the correct way of building the skyscraper before it's 100 feet in the air with a cracked foundation.


At least AI is (and unlike many contract dev shops) keen to write unit tests…


Workday’s student offering is designed as a full student management offering like Banner et al, with the carrot that it’s internally integrated into the financial & HR systems, which avoids another vendor and also a massive and ongoing finger pointing exercise.

It’s also one of the few from-scratch cloud-first student management solutions.


Banner is just a pile of hacks on top of an Oracle ERP with 7 character names for everything in the core. At least that was the state of affairs as of a number of years ago.


Its page load time is as if it's running to the first clouds...


Your system was configured by muppets if you don’t have a search box - it’s a massive beast that like all enterprise-grade software is a toolbox for you to bend to your will, but the downside is that if your configuration people don’t have empathy for the users (and looking at you especially, contract architects) you end up with a system that is optimised for whoever talks with the vendor, and not for anyone else.



This should be the main link imo



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