This take is as a senior (greybeard) developer using paid claude-code in the terminal only (I use plain vim for my own code). I'm running my own business while wearing all of the hats, so I'm not as worried about becoming obsolete, but I also have zero motivation to get other businesses using it (I'm not invested into any AI companies)!
To be honest, I could probably even be using it better, but I haven't spent much time yak shaving over my setup beyond zen mcp.
That being said, I think anyone looking to invest into established AI companies right now is in for a rude awakening. I think it'll be a commodity / utility like cloud computing with tons of competition and not a ton of differentiating features. That's just my opinion though, and I could be horrendously wrong!
Am I going to cancel my Anthropic subscription? Certainly not, but I'm not going to pretend like my setup is The One True Way. The plural of anecdote isn't data. Nobody has this figured out, nobody.