Articles from martinalderson.com
5 kept
- xAI is looking more like a datacentre REIT than a frontier lab - Martin Alderson
xAI's GPU rental deals with Anthropic and Google transform it into a datacenter REIT-like business, driven by financial engineering, compute shortages, and infrastructure advantages.
- No, it doesn't cost Anthropic $5k per Claude Code user - Martin Alderson
The viral claim that Anthropic loses $5,000 per Claude Code Max subscriber confuses retail API prices with actual inference costs, which are roughly 10x lower.
- Two kinds of AI users are emerging. The gap between them is astonishing. - Martin Alderson
A bifurcation in AI adoption sees power users shipping products in days with tools like Claude Code, while enterprise users remain stuck with poor tools like Microsoft Copilot, widening a productivity gap.
- AI agents are starting to eat SaaS - Martin Alderson
AI agents shift the build vs buy calculus, enabling companies to replace many SaaS tools with custom in-house solutions, threatening SaaS revenue and NRR.
- Has the cost of building software just dropped 90%? - Martin Alderson
Agentic coding tools have reduced software development labor costs by approximately 90%, enabling a single engineer with AI to ship projects in a week that previously required a team for a month.