As AI Makes Software Cheaper to Build, Data and Distribution Become the Moat
Anthropic’s own enterprise usage data shows that its Claude Code tool now costs companies a median of about $13 per developer per active day, with most users spending under $30 per day. That’s remarkably cheap to produce the sorts of results that used to require a team of engineers and months of work. When writing software gets this inexpensive, the code itself stops being the valuable part. What’s left to fight over is what a company already owns that artificial intelligence (AI) can’t generate from scratch: proprietary data, and a position so embedded inside its customers’ operations that ripping it out becomes its own project.
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Salesforce (NYSE: CRM) just gave investors a live look at how seriously this is being taken, rolling out a pricing model in June that charges customers $2 per resolved customer service case, and nothing if the AI agent fails, a direct acknowledgment that charging per human seat stops making sense once software does the seat’s job.
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