Comment by zuzululu

I don't really see this happening in the way that most people are envisioning. It's clear that Anthropic and OpenAI have found product market fit. They've gotten companies hooked and personally I cannot go back to the old way of coding.

However, I do see a bit of reduced demand for hardware and datacenters which could reprice these companies to more sane multiples. There will be winners and losers.