Beth Lyons

Can they monetize the enormous investments they're making in data centers?

And it's not going to happen through video.

Yeah.

To put some numbers to that.

Claude Code is estimated to have between 45% and 55% share of the coding market, while OpenAMI has 20%.

And Carl will tell you, and I think the benchmarks show, that Codex is actually better in many ways.

but Cloud Code has delivered for enterprises, and so they have a platform there.

It's going to be hard to dislodge them.

Yeah, that would be a big obstacle to adoption and retention of use of Claude.

I'm going to speculate that it's different at the large-scale enterprise

where they have four deployed engineers from Anthropic and they have made a huge multimillion dollar investment, I don't think they're getting rate limited.

In fact, they may be using Claude on their own infrastructure and that's where Claude is making money.

Whereas for small and medium businesses, I think you're absolutely right, Carl.

The rate limiting problem would make it, that would be interrupting the workflows in a way that just could not be sustained.

Wow, that's a retrospective for me.

Build Better was something we used in early 2023, and it was really impressive ahead of its time in many ways.

Built by product management folks, and it's really, really incredible.

I haven't looked at it since then.

Oh, no kidding.

Early, early on, it was clear that, you know, you needed to build a PRD, but most people weren't thinking about that in the chatbot era.