Claude is very good and I believe they have enough to take them to profitability. Just over the last week or so, I’ve spent ~$30 beyond their monthly plan fee and I love it.
But is this good enough to justify a $350B valuation? Netflix gets that sort of valuation with hundreds of millions of subscribers and well established delivery costs.
Those subscribers pay 10 usd per month, or even less with family plans though
Yes. I am generally a skeptic but there is enough there there to get them to realise such a valuation.
I'm getting sick of it, and considering to stop my 18 eur/mnth contribution
I spent $30 on one prompt lol
Curious does SBF still have his serie-B investment in Anthropic?