A couple of weeks ago, Meta’s internal dashboard for “tokenmaxxing” got a lot of attention after The Information reported on it.
I have noticed many investors seem to be too eager to think the coding tool market is likely to be settled in a bit of a duopoly market between Claude Code and Codex.
Instead of the coding market being settled to a monopoly or duopoly, we may actually be in the early stage of a more competitive market.
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A couple of weeks ago, Meta’s (META) internal dashboard for “tokenmaxxing” got a lot of attention after The Information reported (subscription required) on it. Although such tokenmaxxing phenomena only started getting attention recently, Shopify (
