Jason Lemkin

One interesting learning, if you want to learn about cost sensitivity, actually study Replit and Lovable because they're under huge pressures right now from their customers, massive pressures.

One interesting learning, if you want to learn about cost sensitivity, actually study Replit and Lovable because they're under huge pressures right now from their customers, massive pressures.

So if you want to see the future, we can look at what the Uber dude said in one of my portfolios.

So if you want to see the future, we can look at what the Uber dude said in one of my portfolios.

But it's much more interesting to watch how, to me, how Replit and Lovable are evolving their platforms radically because...

But it's much more interesting to watch how, to me, how Replit and Lovable are evolving their platforms radically because...

A couple extra dollars there leads to churn at the bottom of their customer base.

A couple extra dollars there leads to churn at the bottom of their customer base.

So they're radically focused on cost containment.

So they're radically focused on cost containment.

And yet they still run, I don't know about level of rep, but still runs two models.

And yet they still run, I don't know about level of rep, but still runs two models.

Not for everything you do, but for anything complicated.

Not for everything you do, but for anything complicated.

The architect agent now is Codex that it brings in to check Sonnet.

The architect agent now is Codex that it brings in to check Sonnet.

And it works really well.

And it works really well.

Like it's incredibly powerful to check your work in Sonnet and probably Opus with Codex.

Like it's incredibly powerful to check your work in Sonnet and probably Opus with Codex.