techbronerd.substack.comarticleWhat Adobe v ArtCraft teaches us
The essay argues that OpenAI and Anthropic undermine their own business by selling cheap AI software engineers. Cheap coding models let hobbyists clone commercial software such as Photoshop, which removes the revenue of the companies that were meant to pay for the models. The author says open-weight models, including Llama and Chinese releases, rule out price increases, and compares the situation to Spanish silver and De Beers. The claims are opinion and carry no cited data.
TL;DR Argues that cheap AI coding models destroy the software businesses meant to be their paying customers, leaving OpenAI and Anthropic without a viable pricing path.
Organisations named here
- OpenAI
- Anthropic
- Adobe
- Meta
- Amazon
- Alphabet
- NVIDIA
- De Beers
- Photoshop
Technologies named here
- Llama
- Local AI app
- LLM
Also named here
- Mark Zuckerberg
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