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▲September 15, 2025: The Day the Industry Admitted AI Subscriptions Don't Workblog.kilocode.ai
66 points by olelves 335 days ago | 22 comments
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cuber_messenger 335 days ago [-]
This reminds me of S07E01 of the TV show Black Mirror, which tells a story about a free brain tumor operation, followed by a monthly fee for "remote mind hosting". The standard plan goes worse and worse; your brain needs to serve as a computational resource while sleeping, and they keep pushing you to upgrade to Plus or Lux plans.
abrookewood 335 days ago [-]
Yep, it's a very disturbing and depressing episode that feels (like a lot of Black Mirror) all too possible.
pseudalopex 332 days ago [-]
The Black Mirror episode description reminded me of Tom Scott's short Welcome to Life.[1]

[1] https://www.youtube.com/watch?v=IFe9wiDfb0E

jqpabc123 335 days ago [-]
Bait and switch is a very old game. And venture capital is not a charity.

Did anyone really believe that companies would burn through billions in funding without trying to recover it and then some?

335 days ago [-]
shepardrtc 335 days ago [-]
Github + VSCode will probably eat Kiro's lunch pretty soon with this: https://github.blog/ai-and-ml/generative-ai/spec-driven-deve...
CuriouslyC 335 days ago [-]
If you take a look at what that tool is doing, it's all very hand waivey prompting that will sometimes work, but mostly not. You need to put agents on rails and the docs it produces are more like friendly suggestions.
mdaniel 335 days ago [-]
Spoken like someone who hasn't tried one or perhaps both of those projects

Kiro is collaborative, but SpecKit is a bunch of templates and then wishes you good luck in your journey. It honestly reminds me of those unified process templates, which I guess all of those are great if one needs some structure to organize ones thoughts

As an alternative, SpecKit is also 0.x release so maybe in 9 months it'll be useful - or overcome by whatever 'ooh, shiny!' follows it

Incipient 335 days ago [-]
Is anyone surprised about this? Unlike pretty much every other fixed-fee subscription, AI has non near zero usage costs, or has usage caps (1Tb storage, etc).

Everything else that has usage costs, storage, compute, etc, is all pay per use (AWS, etc).

jqpabc123 335 days ago [-]
Traditional computing = Reliable results at low cost

AI = Questionable results at high cost

The litmus test: Would you put AI in charge of your personal finances? Would you want your bank to do this?

If the answer is no, why put AI in charge of your company's finances?

https://thefintechtimes.com/ai-failures-can-happen-in-financ...

https://visiweal.com/ai-mistakes-in-banking/

doctoboggan 335 days ago [-]
At this point I don't see the point of using a coding tool not provided directly by one of the big foundation model companies. They all clearly see the market of agentic coding tools is one of the first real markets willing to pay, and they are all working on first party tools that are tightly integrated with their models.
denisvlr 335 days ago [-]
I prefer using an agnostic tool like Cursor that can switch models depending on which one happens to be the best at a given time / for a specific task, rather than switching first party tools every 3 months or so
whycome 335 days ago [-]
I don't understand how tech companies get away with using terms like "unlimited" or "lifetime"
cwmoore 335 days ago [-]
Is there a law against conning an honest person? How would they enforce it?
general1465 335 days ago [-]
US legal system which makes it expensive to sue
Ylpertnodi 335 days ago [-]
...not just a US problem.
aitchnyu 335 days ago [-]
Wish they explicitly introduced Openrouter in the article. Aider (my choice) and Kilocode uses it to connect to any models and switches providers for a given model (for example Sonnet is hosted by Anthropic, Google and AWS and OSS models have even more hosts). I try models 20x cheaper than Sonnet.
travisgriggs 335 days ago [-]
Any thoughts on how long before Zed Pro starts down this path? Or maybe they already are?

I switched from Cursor to Zed about five months ago. It’s a tradeoff of simplicity vs too many features that I’ve mostly been happy with. The last few days though, the “suggested” sonnet 4 model has gotten really slow.

mythz 335 days ago [-]
Kind of glad that I missed the Cursor hype then rapid slide into enshittification, since I didn't think its goal of replacing an IDE would be a winning strategy and instead went for IDE plugins/extensions AI assistants like Augment Code, GitHub Copilot and Gemini Code Assist as they work in both Rider/Intellij, VS Code and NeoVim.

I'm assuming I don't use AI as much as most devs as I'm still comfortably within Augment Code's 600 user messages/mo dev plan limit which IMO is great value for being able to use its Context Engine. If I ever exceeded that I'd likely temporarily switch to Qwen Coder's effectively unlimited free tier [1] until the next quota refill.

Not sure if Augment's going to increase their prices or downgrade their quotas since they're still at the whims of Claude Sonnet / GPT 5 API pricing, but if they do I'd be looking at moving to an open model solution like Open Code / Roo Code so I can easily switch to the best value coding models of the day, between Qwen3 coder, Grok Code Fast, GLM, Kimi K2, DeepSeek, etc we're spoilt for choice [2].

[1] https://github.com/QwenLM/qwen-code

[2] https://openrouter.ai/rankings#categories

lelanthran 335 days ago [-]
I think we should differentiate between the AI industry and "the AI coder" industry.

The problem for most (maybe all) AI coder companies is that they are a fundamentally bad business: they are reselling a commodity (tokens in/out) without a moat around the value they add.

The majority of these companies aren't even adding value, they're simply reselling the the underlying commodity.

I mean, if I were to use an analogy, I'd use coffee crop/beans/grounds/drinks:

The base product in the value chain (the beans) have zero value to the end-user (coffee drinkers). Each step between "coffee farmer" and "coffee drinker" adds a little bit of value to the output of that step.

Roasted beans have more value than raw beans. Ground beans have more value than Roasted beans. Instant coffee has more value than ground coffee. A cup of instant coffee purchased from a street vendor has more value than a bag of instant coffee purchased at the supermarket.

Where, exactly in all of the AI token reselling, is the value being added? A token purchased from Cursor, Kiro, etc has exactly the same value to the end user as a token purchased at the supplier (Anthropic, OpenAI, etc).

How exactly were they planning to monetise, other than by training their own model on every request/response going past them? There's no avenue to value-add here other than by using the actual requests/responses to create a "better" model!

And even then, the "better" model may only be insignificantly better, with almost-zero value add, so how are they going to capture that insignificant value-add?

Looking at all of this, even MBAs, widely denounced for running tech companies into the ground due to sheer incompetence, might actually do better here!

petesergeant 335 days ago [-]
brave statement the day after Codex CLI got a revamp
000ooo000 335 days ago [-]
Ad
aeve890 334 days ago [-]
>Welcome to the honest side of AI coding.

How's this different from the same playbook they're accusing other parties to play?

1. The Hook: we're honest!!!!

Come on.