AI is eating developer tooling, and the incumbents are bleeding
JetBrains reported its first net financial loss in its tracked history. Commenters split on cause. Some said engineers are abandoning IDEs, others that JetBrains burned cash on AI, and one pointed out that revenue is up and it's a time to invest. Around it, runtimes and libraries are reshuffling: a post on leaving Deno for Node, Polars 2.0 landing as DuckDB 2.0 is expected, and Gleam dropping Erlang source output. Meanwhile an Ephemeral Testing post had someone saying they just cut their AI-in-CI bill, with new ways to spend tokens right around the corner. Another post argues Common Lisp is now the best language, and a skeptic replied that macros matter less when LLMs exist.
The pattern: developer tools are being repriced around tokens. Teams are optimizing the AI spend line in CI, and classic IDE vendors are caught between giving away AI features and funding them.
The counterpoint: consolidation is happening in plain sight, with Bun under Anthropic and commenters saying 'oh look, we're consolidating again'.
So what?
If you sell dev tools, assume AI inference is now a core cost of goods and price accordingly. If you buy them, track token spend in CI like any other cloud bill, because it is about to be one of the bigger ones.
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JetBrains reported a net financial loss first time in its tracked history
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