zlacker

>>swyx+(OP)
- A $3B signal that OpenAI is unable to do product

- AI assisted coding is mostly about managing the context and knowing what to put in the context to avoid confusion and dumb mistakes, it's not about the UI.

- This signals that OpenAI believes that highly effective coding assistant LLMs will become a commodity / open source and so UI / tooling lock-in is a good investment.

>>rester+c51
Yeah, this feels less like a "we can't build it" move and more like a "we can't afford to wait" one

>>SwtCyb+2b3
> "we can't afford to wait"

True, but how long does it take to build something similar? I see it as a defensive move, probably good for the industry to let some people with innovative ideas in AI cash out now so they can do the next thing.