The Claude Code adoption stat - 2% to 4% of GitHub commits in a month - is one of those numbers that sounds small until you think about what it means at scale. The infrastructure economics Dylan describes are the macro version of a question I've been running at the micro level: what does $400/month in AI costs actually return?
The gap between CapEx deployment and real-world value capture exists at every level. I've been tracking this as a personal experiment and the shape of the problem is similar whether you're Google or an individual. https://thoughts.jock.pl/p/project-money-ai-agent-value-creation-experiment-2026 - the trillion-dollar unlock hypothesis only works if the unit economics hold at the bottom of the stack too.
@dylan: great to see you last night at the meetup! ✊🏻
wait im still watching but Claude Code jumping from 2% to 4% of GitHub commits in a month is insane
The Claude Code adoption stat - 2% to 4% of GitHub commits in a month - is one of those numbers that sounds small until you think about what it means at scale. The infrastructure economics Dylan describes are the macro version of a question I've been running at the micro level: what does $400/month in AI costs actually return?
The gap between CapEx deployment and real-world value capture exists at every level. I've been tracking this as a personal experiment and the shape of the problem is similar whether you're Google or an individual. https://thoughts.jock.pl/p/project-money-ai-agent-value-creation-experiment-2026 - the trillion-dollar unlock hypothesis only works if the unit economics hold at the bottom of the stack too.
Interesting