Microsoft, GitHub, and Anthropic Reshape AI Developer Economics

Cloud Wars Live with Bob Evans · Aug 27, 2026 · 3m

In today’s Cloud Wars Minute, I look at how AI monetization is moving beyond execution and into creation as agentic development becomes more costly and valuable.

Highlights

00:15 — One of the things that I want to talk about today is the meter moving upstream. A lot of this has to do with the fact that what we're starting to see is that the cost that is associated with the actual build process is starting to get really high. And the reason behind that is the concept of an agentic reasoning loop and the cost that's associated with the build process.

01:35 — And what you're starting to see is…