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Rohan Jaiswal's avatar

23,000 engineers at Shopify on Claude Code is the enterprise adoption number that reframes everything else in this newsletter. At that scale, the 50% usage limit increase isn't a product perk — it's a supply-chain decision that changes Shopify's engineering cost structure. The 5-20X time-to-first-token reduction from prompt caching moves from 'nice to have' to 'required' as teams hit token ceilings. At theaifounder.substack.com I write about the builder side: the teams getting most from these tools aren't just using them faster, they're restructuring how work gets decomposed. What's your sense of whether the Composer 2.5 usage doubling reflects genuine productivity lift or engagement from novelty?

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