APIs have never been a gift but rather have always been a take-away that lets you do less than you can with the web interface. It’s always been about drinking through a straw, paying NASA prices, and being limited in everything you can do.
But people are intimidated by the complexity of writing web crawlers because management has been so traumatized by the cost of making GUI applications that they couldn’t believe how cheap it is to write crawlers and scrapers…. Until LLMs came along, and changed the perceived economics and created a permission structure. [1]
AI is a threat to the “enshittification economy” because it lets us route around it.
[1] that high cost of GUI development is one reason why scrapers are cheap… there is a good chance that the scraper you wrote 8 years ago still works because (a) they can’t afford to change their site and (b) if they could afford to change their site changing anything substantial about it is likely to unrecoverably tank their Google rankings so they won’t. A.I. might change the mechanics of that now that you Google traffic is likely to go to zero no matter what you do.
You can buy a Claude Code subscription for $200 bucks and use way more tokens in Claude Code than if you pay for direct API usage. Anthopic decided you can't take your Auth key for Claude code and use it to hit the API via a different tool. They made that business decision, because they thought it was better for them strategically to do that. They're allowed to make that choice as a business.
Plenty of companies make the same choice about their API, they provide it for a specific purpose but they have good business reasons they want you using the website. Plenty of people write webcrawlers and it's been a cat and mouse game for decades for websites to block them.
This will just be one more step in that cat and mouse game, and if the AI really gets good enough to become a complete intermediary between you and the website? The website will just shutdown. We saw it happen before with the open web. These websites aren't here for some heroic purpose, if you screw their business model they will just go out of business. You won't be able to use their website because it won't exist and the website that do exist will either (a) be made by the same guys writing your agent, and (b) be highly highly optimized to get your agent to screw you.
> AI is a threat to the “enshittification economy” because it lets us route around it.
This is prescient -- I wonder if the Big Tech entities see it this way. Maybe, even if they do, they're 100% committed to speedrunning the current late-stage-cap wave, and therefore unable to do anything about it.
They are not a single thing.
Google has a good model in the form of Gemini and they might figure they can win the AI race and if the web dies, the web dies. YouTube will still stick around.
Facebook is not going to win the AI race with low I.Q. Llama but Zuck believed their business was cooked around the time it became a real business because their users would eventually age out and get tired of it. If I was him I'd be investing in anything that isn't cybernetic let it be gold bars or MMA studios.
Microsoft? They bought Activision for $69 billion. I just can't explain their behavior rationally but they could do worse than their strategy of "put ChatGPT in front of laggards and hope that some of them rise to the challenge and become slop producers."
Amazon is really a bricks-and-mortar play which has the freedom to invest in bricks-and-mortar because investors don't think they are a bricks-and-mortar play.
Netflix? They're cooked as is all of Hollywood. Hollywood's gatekeeping-industrial strategy of producing as few franchise as possible will crack someday and our media market may wind up looking more like Japan, where somebody can write a low-rent light novel like
https://en.wikipedia.org/wiki/Backstabbed_in_a_Backwater_Dun...
and J.C. Staff makes a terrible anime that convinces 20k Otaku to drop $150 on the light novels and another $150 on the manga (sorry, no way you can make a balanced game based on that premise!) and the cost structure is such that it is profitable.
> AI is a threat to the “enshittification economy” because it lets us route around it.
I am not sure about that. We techies avoid enshittification because we recognize shit. Normies will just get their syncopatic enshittified AI that will tell them to continue buying into walled gardens.