@HedgieMarkets isn't the actual revenue now 60 billion? or 40 billion? and growing fast?
its not 25 for sure. growing fast, then it can payoff the debts. unless of course cheaper models replace codex
@benjamin_horne OpenAI and Anthropic can go out of business. Somebody else will make the models and sell a zillion tokens.
Its all tokens now. Tokens >> everything @plaffont
@jpatel41 we need automated smart routing, you don't want to spend time thinking which model should I use to run a command
now we use models for everything, no more UI or terminal. codex is the new ui/terminal.
@jasonlk I have lived in Codex and Claude code since December 2025. AI is not going to replace complex SaaS.
If AI can instantly conjure a perfectly working software that scales for company of size 10k, consider legacy saas replaced.
@jasonlk
@ariaradnia podcasting is required. they took so long to figure this out..
also they should move into short videos as well.
they really need to take on youtube
@jasonlk You just said it yourself, all ceos want to reduce headcount. That's bearish for everyone. Seat based licensing, less seats. And laid off employees spending less on Shopify.
@bgurley Thanks Bill, the question then is, will AI achieve escape velocity or collapse like SBF.
If only sbf had run his scheme a little longer, he would have been a genius.
@flipkartsupport your phone return form is not working and your customer support also is unable to take a return request because of this. What happens if the return date lapses before you fix this issue?