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The article is based off a false premise right from the get go, and their first line even points this out.
This is just common sense. Why pay for Claude licenses when Claude’s models are in GitHub copilot, which they own and is integrated directly into their dev programs? It’s not scaling back AI.
And while the cost of ai compute can get very costly very quick, having talented developers using the AI tools enables them to get through mountains more work than they could without it, so it’s really paying for higher “productivity”/throughput.