Customers, talent, training data, an increasingly competitive coding model and now a fuckton of compute.

So, you know. Couple of things.

Specially given that coding turns out to not be all that complicated, in the grand scheme of AI things: I don't think it's going take much more advances at the frontier before code writing will be as good as it need to be. At that point Composer (their model) catches up, what, 6 month later and they good.