Yeah, that's one part of this that didn't sit right with me.
I don't think you need to spend anything like that amount of money to get the majority of the value they're describing here.
Edit: added a new section to my blog post about this: https://simonwillison.net/2026/Feb/7/software-factory/#wait-...
I wonder if this is just a byproduct of factories being very early and very inefficient. Yegge and Huntley both acknowledge that their experiments in autonomous factories are extremely expensive and wasteful!
I would expect cost to come down over time, using approaches pioneered in the field of manufacturing.
This is the part that feels right to me because agents are idiots.
I built a tool that writes (non shit) reports from unstructured data to be used internally by analysts at a trading firm.
It cost between $500 to $5000 per day per seat to run.
It could have cost a lot more but latency matters in market reports in a way it doesn't for software. I imagine they are burning $1000 per day per seat because they can't afford more.