Danilo Ardenghi

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Danilo Ardenghi

Danilo Ardenghi

@daniloardenghi

Trabalho com dados e mercado financeiro. Fundei a Mais Retorno em 2017, falo sobre investimentos, fundos, tecnologia, saúde, vida, esportes e autismo 💙

São Paulo - SP Katılım Ocak 2008
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Danilo Ardenghi
Danilo Ardenghi@daniloardenghi·
@toddsaunders In this AI era I don’t know if those rules apply to evaluate a code or is it just a vanity metric. What do you guys think about it?
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Todd Saunders
Todd Saunders@toddsaunders·
Got flooded with DMs asking for the markdown file. Here it is, bookmark this. --- name: cost-estimate description: Estimate development cost of a codebase based on lines of code and complexity --- # Cost Estimate Command You are a senior software engineering consultant tasked with estimating the development cost of the current codebase. ## Step 1: Analyze the Codebase Read the entire codebase to understand: - Total lines of code (Swift, C++, Metal shaders) - Architectural complexity (frameworks, integrations, APIs) - Advanced features (Metal rendering, CoreMediaIO, AVFoundation) - Testing coverage - Documentation quality Use the Glob and Read tools to systematically review: - All Swift source files in Sources/ - All C++ files in DALPlugin/ - All Metal shader files - All test files in Tests/ - Build scripts and configuration files ## Step 2: Calculate Development Hours Based on industry standards for a **senior full-stack developer** (5+ years experience): **Hourly Productivity Estimates**: - Simple CRUD/UI code: 30-50 lines/hour - Complex business logic: 20-30 lines/hour - GPU/Metal programming: 10-20 lines/hour - Native C++ interop: 10-20 lines/hour - Video/audio processing: 10-15 lines/hour - System extensions/plugins: 8-12 lines/hour - Comprehensive tests: 25-40 lines/hour **Additional Time Factors**: - Architecture & design: +15-20% of coding time - Debugging & troubleshooting: +25-30% of coding time - Code review & refactoring: +10-15% of coding time - Documentation: +10-15% of coding time - Integration & testing: +20-25% of coding time - Learning curve (new frameworks): +10-20% for specialized tech **Calculate total hours** considering: 1. Base coding hours (lines of code / productivity rate) 2. Multipliers for complexity and overhead 3. Phases completed vs. remaining 4. Specialized knowledge required (CoreMediaIO, Metal, etc.) ## Step 3: Research Market Rates Use WebSearch to find current 2025 hourly rates for: - Senior full-stack developers (5-10 years experience) - Specialized iOS/macOS developers - Contractors vs. employees - Geographic variations (US markets: SF Bay Area, NYC, Austin, Remote) Search queries to use: - "senior full stack developer hourly rate 2025" - "macOS Swift developer contractor rate 2025" - "senior software engineer hourly rate United States 2025" - "iOS developer freelance rate 2025" ## Step 4: Calculate Organizational Overhead Real companies don't have developers coding 40 hours/week. Account for typical organizational overhead to convert raw development hours into realistic calendar time. **Weekly Time Allocation for Typical Company**: | Activity | Hours/Week | Notes | |----------|------------|-------| | **Pure coding time** | 20-25 hrs | Actual focused development | | Daily standups | 1.25 hrs | 15 min × 5 days | | Weekly team sync | 1-2 hrs | All-hands, team meetings | | 1:1s with manager | 0.5-1 hr | Weekly or biweekly | | Sprint planning/retro | 1-2 hrs | Per week average | | Code reviews (giving) | 2-3 hrs | Reviewing teammates' work | | Slack/email/async | 3-5 hrs | Communication overhead | | Context switching | 2-4 hrs | Interruptions, task switching | | Ad-hoc meetings | 1-2 hrs | Unplanned discussions | | Admin/HR/tooling | 1-2 hrs | Timesheets, tools, access requests | **Coding Efficiency Factor**: - **Startup (lean)**: 60-70% coding time (~24-28 hrs/week) - **Growth company**: 50-60% coding time (~20-24 hrs/week) - **Enterprise**: 40-50% coding time (~16-20 hrs/week) - **Large bureaucracy**: 30-40% coding time (~12-16 hrs/week) **Calendar Weeks Calculation**: ``` Calendar Weeks = Raw Dev Hours ÷ (40 × Efficiency Factor) ``` Example: 3,288 raw dev hours at 50% efficiency = 3,288 ÷ 20 = **164.4 weeks** (~3.2 years) ## Step 5: Calculate Full Team Cost Engineering doesn't ship products alone. Calculate the fully-loaded team cost including all supporting roles. **Supporting Role Ratios** (expressed as ratio to engineering hours): | Role | Ratio to Eng Hours | Typical Rate | Notes | |------|-------------------|--------------|-------| | Product Management | 0.25-0.40× | $125-200/hr | PRDs, roadmap, stakeholder mgmt | | UX/UI Design | 0.20-0.35× | $100-175/hr | Wireframes, mockups, design systems | | Engineering Management | 0.12-0.20× | $150-225/hr | 1:1s, hiring, performance, strategy | | QA/Testing | 0.15-0.25× | $75-125/hr | Test plans, manual testing, automation | | Project/Program Management | 0.08-0.15× | $100-150/hr | Schedules, dependencies, status | | Technical Writing | 0.05-0.10× | $75-125/hr | User docs, API docs, internal docs | | DevOps/Platform | 0.10-0.20× | $125-200/hr | CI/CD, infra, deployments | **Team Composition by Company Stage**: | Stage | PM | Design | EM | QA | PgM | Docs | DevOps | |-------|-----|--------|-----|-----|------|------|--------| | Solo/Founder | 0% | 0% | 0% | 0% | 0% | 0% | 0% | | Lean Startup | 15% | 15% | 5% | 5% | 0% | 0% | 5% | | Growth Company | 30% | 25% | 15% | 20% | 10% | 5% | 15% | | Enterprise | 40% | 35% | 20% | 25% | 15% | 10% | 20% | **Full Team Multiplier**: - **Solo/Founder**: 1.0× (just engineering) - **Lean Startup**: ~1.45× engineering cost - **Growth Company**: ~2.2× engineering cost - **Enterprise**: ~2.65× engineering cost **Calculation**: ``` Full Team Cost = Engineering Cost × Team Multiplier ``` Example: $500K engineering cost at Growth Company = $500K × 2.2 = **$1.1M total team cost** ## Step 6: Generate Cost Estimate Provide a comprehensive estimate in this format: --- ## KeyMe MVP - Development Cost Estimate **Analysis Date**: [Current Date] **Codebase Version**: [From CLAUDE.md phase status] ### Codebase Metrics - **Total Lines of Code**: [number] - Swift: [number] lines - C++: [number] lines - Metal Shaders: [number] lines - Tests: [number] lines - Documentation: [number] lines - **Complexity Factors**: - Advanced frameworks: [list key ones] - System-level programming: [Camera Extensions, DAL Plugins, etc.] - GPU programming: [Metal shaders, rendering] - Third-party integrations: [OpenAI, etc.] ### Development Time Estimate **Base Development Hours**: [number] hours - Phase 1 (Foundation): [hours] hours - Phase 2 (Virtual Camera): [hours] hours - Phase 3 (Audio/Transcription): [hours] hours - Remaining phases: [hours] hours **Overhead Multipliers**: - Architecture & Design: +[X]% ([hours] hours) - Debugging & Troubleshooting: +[X]% ([hours] hours) - Code Review & Refactoring: +[X]% ([hours] hours) - Documentation: +[X]% ([hours] hours) - Integration & Testing: +[X]% ([hours] hours) - Learning Curve: +[X]% ([hours] hours) **Total Estimated Hours**: [number] hours ### Realistic Calendar Time (with Organizational Overhead) | Company Type | Efficiency | Coding Hrs/Week | Calendar Weeks | Calendar Time | |--------------|------------|-----------------|----------------|---------------| | Solo/Startup (lean) | 65% | 26 hrs | [X] weeks | ~[X] months | | Growth Company | 55% | 22 hrs | [X] weeks | ~[X] years | | Enterprise | 45% | 18 hrs | [X] weeks | ~[X] years | | Large Bureaucracy | 35% | 14 hrs | [X] weeks | ~[X] years | **Overhead Assumptions**: - Standups, team syncs, 1:1s, sprint ceremonies - Code reviews (giving), Slack/email, ad-hoc meetings - Context switching, admin/tooling overhead ### Market Rate Research **Senior Full-Stack Developer Rates (2025)**: - Low end: $[X]/hour (remote, mid-level market) - Average: $[X]/hour (standard US market) - High end: $[X]/hour (SF Bay Area, NYC, specialized) **Recommended Rate for This Project**: $[X]/hour *Rationale*: This project requires specialized macOS development skills (CoreMediaIO, Metal, system extensions) which command premium rates. ### Total Cost Estimate | Scenario | Hourly Rate | Total Hours | **Total Cost** | |----------|-------------|-------------|----------------| | Low-end | $[X] | [hours] | **$[X,XXX]** | | Average | $[X] | [hours] | **$[X,XXX]** | | High-end | $[X] | [hours] | **$[X,XXX]** | **Recommended Estimate (Engineering Only)**: **$[X,XXX] - $[X,XXX]** ### Full Team Cost (All Roles) | Company Stage | Team Multiplier | Engineering Cost | **Full Team Cost** | |---------------|-----------------|------------------|-------------------| | Solo/Founder | 1.0× | $[X] | **$[X]** | | Lean Startup | 1.45× | $[X] | **$[X]** | | Growth Company | 2.2× | $[X] | **$[X]** | | Enterprise | 2.65× | $[X] | **$[X]** | **Role Breakdown (Growth Company Example)**: | Role | Hours | Rate | Cost | |------|-------|------|------| | Engineering | [X] hrs | $[X]/hr | $[X] | | Product Management | [X] hrs | $[X]/hr | $[X] | | UX/UI Design | [X] hrs | $[X]/hr | $[X] | | Engineering Management | [X] hrs | $[X]/hr | $[X] | | QA/Testing | [X] hrs | $[X]/hr | $[X] | | Project Management | [X] hrs | $[X]/hr | $[X] | | Technical Writing | [X] hrs | $[X]/hr | $[X] | | DevOps/Platform | [X] hrs | $[X]/hr | $[X] | | **TOTAL** | **[X] hrs** | | **$[X]** | ### Grand Total Summary | Metric | Solo | Lean Startup | Growth Co | Enterprise | |--------|------|--------------|-----------|------------| | Calendar Time | [X] | [X] | [X] | [X] | | Total Human Hours | [X] | [X] | [X] | [X] | | **Total Cost** | **$[X]** | **$[X]** | **$[X]** | **$[X]** | ### Assumptions 1. Rates based on US market averages (2025) 2. Full-time equivalent allocation for all roles 3. Includes complete implementation of MVP features 4. Does not include: - Marketing & sales - Legal & compliance - Office/equipment - Hosting/infrastructure - Ongoing maintenance post-launch ### Comparison: AI-Assisted Development **Estimated time savings with Claude Code**: [X]% **Effective hourly rate with AI assistance**: ~$[X]/hour equivalent productivity ## Step 7: Calculate Claude ROI — Value Per Claude Hour This is the most important metric for understanding AI-assisted development efficiency. It answers: **"What did each hour of Claude's actual working time produce?"** ### 7a: Determine Actual Claude Clock Time **Method 1: Git History (preferred)** Run `git log --format="%ai" | sort` to get all commit timestamps. Then: 1. **First commit** = project start 2. **Last commit** = current state 3. **Total calendar days** = last - first 4. **Cluster commits into sessions**: group commits within 4-hour windows as one session 5. **Estimate session duration**: each session ≈ 1-4 hours of active Claude work (use commit density as signal — many commits = longer session) **Session Duration Heuristics**: - 1-2 commits in a window → ~1 hour session - 3-5 commits in a window → ~2 hour session - 6-10 commits in a window → ~3 hour session - 10+ commits in a window → ~4 hour session **Method 2: File Modification Timestamps (no git)** Use `find . -name "*.ts" -o -name "*.swift" -o -name "*.py" | xargs stat -f "%Sm" | sort` to get file mod times. Apply same session clustering logic. **Method 3: Fallback Estimate** If no reliable timestamps, estimate from lines of code: - Assume Claude writes 200-500 lines of meaningful code per hour (much faster than humans) - Claude active hours ≈ Total LOC ÷ 350 ### 7b: Calculate Value per Claude Hour ``` Value per Claude Hour = Total Code Value (from Step 5) ÷ Estimated Claude Active Hours ``` Calculate across scenarios: | Code Value Scenario | Claude Hours (est.) | Value per Claude Hour | |--------------------|--------------------|-----------------------| | Engineering only (avg) | [X] hrs | **$[X,XXX]/hr** | | Full team equivalent (Growth Co) | [X] hrs | **$[X,XXX]/hr** | | Full team equivalent (Enterprise) | [X] hrs | **$[X,XXX]/hr** | ### 7c: Claude Efficiency vs. Human Developer **Speed Multiplier**: ``` Speed Multiplier = Human Dev Hours ÷ Claude Active Hours ``` Example: If a human would need 500 hours but Claude did it in 20 hours → 25× faster **Cost Efficiency**: ``` Human Cost = Human Hours × $150/hr Claude Cost = Subscription ($20-200/month) + API costs (estimate from project size) Savings = Human Cost - Claude Cost ROI = Savings ÷ Claude Cost ``` ### 7d: Output Format Add this section to the final report: --- ### Claude ROI Analysis **Project Timeline**: - First commit / project start: [date] - Latest commit: [date] - Total calendar time: [X] days ([X] weeks) **Claude Active Hours Estimate**: - Total sessions identified: [X] sessions - Estimated active hours: [X] hours - Method: [git clustering / file timestamps / LOC estimate] **Value per Claude Hour**: | Value Basis | Total Value | Claude Hours | $/Claude Hour | |-------------|-------------|--------------|---------------| | Engineering only | $[X] | [X] hrs | **$[X,XXX]/Claude hr** | | Full team (Growth Co) | $[X] | [X] hrs | **$[X,XXX]/Claude hr** | **Speed vs. Human Developer**: - Estimated human hours for same work: [X] hours - Claude active hours: [X] hours - **Speed multiplier: [X]×** (Claude was [X]× faster) **Cost Comparison**: - Human developer cost: $[X] (at $150/hr avg) - Estimated Claude cost: $[X] (subscription + API) - **Net savings: $[X]** - **ROI: [X]×** (every $1 spent on Claude produced $[X] of value) **The headline number**: *Claude worked for approximately [X] hours and produced the equivalent of $[X] in professional development value — roughly **$[X,XXX] per Claude hour**.* --- --- ## Notes Present the estimate in a clear, professional format suitable for sharing with stakeholders. Include confidence intervals and key assumptions. Highlight areas of highest complexity that drive cost.
Todd Saunders@toddsaunders

Fun command built in Claude Code: /cost-estimate It scans your codebase and cross-references current market rates to calculate what your project would've cost a real team to build. It looks at all the APIs, integrations, everything. Without AI: ~2.8 years. ~$650k. With AI: 30 hours. It's absurd when you start to think about it like this.

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Curioso Mercado
Curioso Mercado@CuriosoMercado·
E essa dupla aqui, hein? 👀 Simplesmente um relógio de presente de R$ 1 milhão que o Daniel Vorcaro deu para o Nelson Tanure.
Curioso Mercado tweet mediaCurioso Mercado tweet media
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Danilo Ardenghi
Danilo Ardenghi@daniloardenghi·
Tem algumas explicações: até alguns anos a quantidade girava em torno de 16k fundos, sendo muitos exclusivos. Depois, quando veio a portabilidade de fundos vieram os milhares de espelhos pra evitar a portabilidade e guardar capacity. Cada instituição fazia seu espelho de determinado fundo. E assim nascem algumas jabuticabas. Também acho estranho a quantidade de fundos, mas hoje não se limitam as 400 empresas da b3. Os maiores investem fora do Brasil também.
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Math.invest
Math.invest@MatInvest1·
Só eu que acho meio anormal a quantidade de fundos de investimentos em ações versus a quantidade de empresas listadas com capital aberto por aqui? Muita gente querendo trabalhar no ramo versus pouco material para trabalhar…
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Danilo Ardenghi
Danilo Ardenghi@daniloardenghi·
O programador júnior com muita fome de aprendizado tende a se tornar pleno muito mais rápido que antigamente. Já vi ciclos de evolução de júnior -> pleno rápidos, coisa de 6 meses a 1 ano.
Danilo Ardenghi@daniloardenghi

Tenho dificuldade em projetar como será o mundo da tecnologia nos próximos 3 anos. Fico pensando como os juniores vão iniciar a carreira num mundo que talvez as IAs façam o trabalho que eles fariam. E melhor que eles.

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Danilo Ardenghi
Danilo Ardenghi@daniloardenghi·
Tenho dificuldade em projetar como será o mundo da tecnologia nos próximos 3 anos. Fico pensando como os juniores vão iniciar a carreira num mundo que talvez as IAs façam o trabalho que eles fariam. E melhor que eles.
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Danilo Ardenghi
Danilo Ardenghi@daniloardenghi·
Em dezembro acertei pra um dev iniciar aqui na empresa agora início de janeiro, dia 7. Tentei falar com ele dia 6, 7 e 8. Cara sumiu.
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Danilo Ardenghi
Danilo Ardenghi@daniloardenghi·
O pessimista pode ter mais razão, mas normalmente o otimista faz mais dinheiro.
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Danilo Ardenghi
Danilo Ardenghi@daniloardenghi·
Lucas, tudo bem? Quando vc os conheceu na faculdade, o que via de diferente que não via em outros empreendedores? Apostava que eles seriam realmente os caras fora de série? Pergunto pois na vida conheci muita gente, alguns achei que seriam muito fora de série e em algum momento decidiram mudar de carreira. Vc consegue se imaginar naquele momento, com a cabeça que tinha na época? Abs, tudo de bom.
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Engenheiro Leo ⬛🟨⬜
Engenheiro Leo ⬛🟨⬜@oengenheiroleo·
Gostaria da opinião sincera de você aqui! Vocês não acham que talvez esse QI 83 estimado como média para o brasileiro, tenha sido um pouco superestimado? 🤔
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Danilo Ardenghi
Danilo Ardenghi@daniloardenghi·
Você já consertaram a vida de vocês em um dia? Parece que agora dá pra consertar em 1 horas.
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Danilo Ardenghi
Danilo Ardenghi@daniloardenghi·
Rapaz. Isso é um jogo num torneio profissional!
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Danilo Ardenghi
Danilo Ardenghi@daniloardenghi·
O bom de ganhar na mega da virada é que a TV já vai nos dizer quantos Gol 0 km daria pra comprar com o prêmio.
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Danilo Ardenghi
Danilo Ardenghi@daniloardenghi·
Feliz Natal a todos vocês. Pode parecer atrasado mas aqui ainda é 21:49, estamos em tempo.
Danilo Ardenghi tweet media
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Danilo Ardenghi
Danilo Ardenghi@daniloardenghi·
Pra quê? Mais de 10 mil km correndo. Por quê? Não sei. Só sei que o pós corrida me faz bem.
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Danilo Ardenghi
Danilo Ardenghi@daniloardenghi·
Operar diariamente não envelhece! Peter Tuchman, 29 anos.
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Danilo Ardenghi
Danilo Ardenghi@daniloardenghi·
@TONYMON53103367 As operações são corretas, não me entenda mal. Mas parece que tem gente grande por trás dessas operações, tentando fazer acontecer. Quando entraram na casa do meu avô, levamos imagem, identificamos o "suspeito" a polícia fez o B.O. e disse que era pra gente aguardar.
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Lineu Silva(Fake)🇱🇺 BBMP
Lineu Silva(Fake)🇱🇺 BBMP@TONYMON53103367·
@daniloardenghi pq não entrou pelas vias legais/normais em embalagem com temperatura controlada, com fornecedor regularizado, com licenças pra importação, com procedência conhecida...?
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Danilo Ardenghi
Danilo Ardenghi@daniloardenghi·
Esses dias os correios encontrou um pacote com as tais canetas emagrecedoras. Polícia investigou e identificou quem postou. Parece que depois descobriu quem falsificava pra vender (não tenho certeza dessa parte). Segue...
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