Chief AI Scientist@Reliance Jio, Volunteer@iSPIRT. Visiting Faculty @ ISB, 2x founder,
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May 22 • 8 tweets • 2 min read
We will enjoy cheap AI coding assistants while they last. Once VCs/tech giants stop subsidising the compute, the scaled cost of AI-generated enterprise software will likely outpace human developers.
Where does the industry go when the subsidies dry up? A breakdown
Right now, we are living in a venture-backed illusion. Hyperscalers are burning billions to capture market share, pricing tokens below true margin-positive costs. But when AI providers have to pivot from land-grab to profitability, token economics will face a brutal correction.
