> Crazy. Those same enterprises will get sticker shock and leave.
They are already. Both for sticker shock, and also because of developer sentiment beginning to shift towards Codex. …and then in a month or two the winds will shift again, I'm sure.
It's interesting to see how Claude Code got commoditized so quickly.
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> and they have the vastly better brand
Strong disagree there. Anthropic has pretty successfully branded themselves as the more ethical & 'human' of the two companies. (whether that's the actual reality is irrelevant)
I think a big part of the switching cost is the cost of learning a different model's nuances. Having good intuition for what works/doesn't, how to write effective prompts, etc.
Maybe someday future models will all behave similarly given the same prompt, but we're not quite there yet
Same here. Gemini really excels at all the "softer" parts of the development process (which, TBH, feels like most of the work). And Claude kicks ass at the actual code authoring.
It also doesn't help that most companies using AWS aren't remotely close to multi-region support, and that us-east-1 is likely the most populated region.
> but the US is going to ensure that the energy capability is there.
We're doing a pretty shit job of ensuring that today. Capacity is already intensely strained, and the govt seems to be decelerating investment into power capacity growth, if anything
The capital cost is even less insane than the fact that power utility companies are the real constraint on this industry.
North American grids are starving for electricity right now.
Someone ought to do a deep dive into how much actual total excess power capacity we have today (that could feasibly be used by data center megacampuses), and how much capacity is coming online and when.
Power plants are massively slow undertakings.
All these datacenters deals seem to be making an assumption that capacity will magically appear in time, and/or that competition for it doesn't exist.