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Just to add some color to the commentary about Anthropic and Cursor's revenue ramps, from the perspective of a customer. Since November 2025, our AI costs have more than tripled and we are now spending many millions per year trending to $10M+ per year. That, in and of itself, feels very scary to me running a small startup. Mostly because I do not yet see an equivalent uptick in productivity or revenue...while their revenues may be doubling and tripling every month, ours are not so this is starting to eat into margins. So logically, I am now wondering how much of this is models running in Ralph loops on behalf of an engineer ambivalent to how much it costs. My suspicion is a lot! Anyways, we are making a few decisions: 1) We need to migrate off of Cursor. Its just too expensive vs Claude Code. The latter is equivalent and if you use the Pro plan, you eliminate huge Cursor bills for token consumption. Thank you to the VCs who will fund this all you can eat token consumption through their huge investments. 2) We need to gain more flexibility to swap between models without everything breaking. I think this is both a cost problem per #1 but its also a strategic flexibility issue after the events between Anthropic and DoW. Anyways, just sharing our current lived experience as I suspect many other companies are also feeding this revenue ramp without getting any meaningful ROI from it...

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Fun command built in Claude Code: /cost-estimate It scans your codebase and cross-references current market rates to calculate what your project would've cost a real team to build. It looks at all the APIs, integrations, everything. Without AI: ~2.8 years. ~$650k. With AI: 30 hours. It's absurd when you start to think about it like this.

toddsaunders ↗
Library as of 2026-10-28