Asana just dropped a nuclear alpha on AI productivity:
OpenAI Codex crushed 5 YEARS of engineering work in 2 weeks for $12K.
Traditional estimate? $6M.
That's a 500x cost reduction. Not 5x. Not 50x. Five hundred.
If you're still sleeping on AI infrastructure plays, you're ngmi. This is the productivity revolution happening in real-time.
Every software company's cost structure is about to get obliterated. Every dev team's velocity is about to 50x.
Bullish on anything touching AI compute, inference infrastructure, and dev tooling. The moat isn't code anymore—it's execution speed and capital efficiency.
Welcome to the new meta. 🚀
OpenAI Codex crushed 5 YEARS of engineering work in 2 weeks for $12K.
Traditional estimate? $6M.
That's a 500x cost reduction. Not 5x. Not 50x. Five hundred.
If you're still sleeping on AI infrastructure plays, you're ngmi. This is the productivity revolution happening in real-time.
Every software company's cost structure is about to get obliterated. Every dev team's velocity is about to 50x.
Bullish on anything touching AI compute, inference infrastructure, and dev tooling. The moat isn't code anymore—it's execution speed and capital efficiency.
Welcome to the new meta. 🚀