The world doesn't make sense to me. I use 5.6 Luna. Deepseek v4 flash 0731. And kimi k3. Don't even need claude anymore at their insane prices for anything I do.
What enterprises pay for is all that matters. They pay insane amounts for a lot of things I would never do personally, but I'm not the target demographic in those cases.
200usd/mo for Claude gives me tens of thousands of dollars of value.
API prices are paid by companies getting tens of millions of dollars of value.
In normal life money is the key constraint; buy this don't buy that etc. - whereas in VC funded companies the constraint is time. If you as a founder get funding and don't spend it fast enough you put yourself at serious risk of being replaced.
When enough of the world operates on that principle it creates a highly price insensitive market and that then can support a ton of ideas and experiments, some of which turn out to be really really good. It's a wild way to do innovation but it's been working well for decades.
> "Could they (Anthropic) get a $2 trillion valuation, yeah they could and I just wonder if it would stay there over time"
Can someone explain exactly how the market can in any sense support not one but two trillion dollar valuations (referencing spacex as the first)? (I imagine openai will likely be in the same ballpark) genuinely we're reaching "elementary levels of big funny number" in the market.
I love Claude but as soon as there is a viable replacement and I get around to it, I’m gone. I have zero loyalty to a chatbot and when the interface is just text the cost of switching is up to my personal whims.
> Anthropic has projected revenue of at least $10.9 billion for the second quarter of 2026, more than double the previous quarter, on track for its first quarterly operating profit of $559 million.
The world doesn't make sense to me. I use 5.6 Luna. Deepseek v4 flash 0731. And kimi k3. Don't even need claude anymore at their insane prices for anything I do.
> Don't even need claude anymore at their insane prices for anything I do.
What insane price is that? Pro is $20 per month. Same price as a Netflix ad free sub.
What enterprises pay for is all that matters. They pay insane amounts for a lot of things I would never do personally, but I'm not the target demographic in those cases.
200usd/mo for Claude gives me tens of thousands of dollars of value.
API prices are paid by companies getting tens of millions of dollars of value.
In normal life money is the key constraint; buy this don't buy that etc. - whereas in VC funded companies the constraint is time. If you as a founder get funding and don't spend it fast enough you put yourself at serious risk of being replaced.
When enough of the world operates on that principle it creates a highly price insensitive market and that then can support a ton of ideas and experiments, some of which turn out to be really really good. It's a wild way to do innovation but it's been working well for decades.
> "Could they (Anthropic) get a $2 trillion valuation, yeah they could and I just wonder if it would stay there over time"
Can someone explain exactly how the market can in any sense support not one but two trillion dollar valuations (referencing spacex as the first)? (I imagine openai will likely be in the same ballpark) genuinely we're reaching "elementary levels of big funny number" in the market.
A $2tn IPO does mean $2tn materialized out of nowhere. What matters is how big the liquid market is, and that is a much smaller number.
Anthropic's revenue is simply the product of capital cycle over excitement; it is short-term and won't be sustainable long-term - https://s-1.vercel.app/posts/the-capital-cycle-theory/
I love Claude but as soon as there is a viable replacement and I get around to it, I’m gone. I have zero loyalty to a chatbot and when the interface is just text the cost of switching is up to my personal whims.
What market size do they think AI will be in 2028 to give that prognosis.
I cannot read the article. Does it say anything about profit?
> Anthropic has projected revenue of at least $10.9 billion for the second quarter of 2026, more than double the previous quarter, on track for its first quarterly operating profit of $559 million.
Not a single mention. It’s all „revenue”.