AI’s epic cash call is matched only by its ability to strangle revenue streams

What happened: An individual released source code and binaries for Claude-copied versions of Microsoft Office and Adobe Creative Suite, described as clean-room reimplementations in Rust, in pre-alpha states with substantial functionality. Key numbers: SemiAnalysis predicts total AI capex by 2030 of $11 trillion; datacenter chips Why it matters: The article argues code cloning could make everything effectively open source, closing revenue streams for companies that assumed lock-in, and questions where infrastructure funding will come from, citing Gartner on insufficient return on investment.

An individual released source code and binaries for Claude-copied versions of Microsoft Office and Adobe Creative Suite, described as clean-room reimplementations in Rust, in pre-alpha states with substantial functionality.

The article argues code cloning could make everything effectively open source, closing revenue streams for companies that assumed lock-in, and questions where infrastructure funding will come from, citing Gartner on insufficient return on investment.