Codex is beter [at least for debugging] and Claude Code agrees: "This is a materially better plan than v1 or v2. The inventory section alone is worth the exercise — it surfaced real issues the prior plans missed." -Claude about Codex
The weird thing right now is the public markets don't have access to the growth side of software. Right now the trade is to sell SaaS and buy semis (the raw material of AI). What you don’t have yet in the public markets are the AI native software companies and therefore, you’re comparing the practical values of owning say a Salesforce vs the mythical value of owning a company that’s growing 10x (without having seen the actual financials). And everyone is always going to want the myth.
These SaaS stocks aren’t going to trade in a sane fashion until the next generation of AI companies go public and investors can decide how to price a 10% revenue growth company with 30% cash flow vs 300% revenue growth company with negative 100% cash flow and SBC that will blow your mind.
Until then, you’re walking hand in hand with your significant other looking over your shoulder. You know the meme.
Opus 4.7 feels more intelligent, agentic, and precise than 4.6. It took a few days for me to learn how to work with it effectively, to fully take advantage of its new capabilities.
Will post a few more tips throughout the day, starting with this blog post: https://t.co/XQrH8P28yo