> hundreds/user/month
What is this based on? The only thing I can think of is AI coding tools but only a few companies do it properly. I don't see gitlab capturing any of that spending
Also the whole "removing layers". Today's prof g market video was about the topic. Afaik it was the Coinbase CEO telling the same. Do these people get together to discuss their talking points? Or are they signalling to investors?
> Do these people get together to discuss their talking points?
None of these visionaries and thought leaders have ever had an original idea in their lives, they just ape eachother.
Presumably based on the fact that the OpenAI/Anthropic $200/month plans are selling like hot-cakes, and it's not often that a new software category comes around which attracts those kinds of per-seat prices.