You kind of got it right, but the biggest loser of them all are the investors especially the index investors. They don’t even decide what they invest in but the savings that goes in funds need to invest in these stocks.

It’s quite an elaborate swindle obviously. But you generate hype with underselling your core product, you claim way more usability then there is. Users will experience usability initially. Everything multiplies with each other and then you put it on the market. Everybody involved makes money and you’ve succesfully extracted money from everyone who’s invested in NASDAQ index funds at the very least.

> Dario and Sam are saying “if you buy our coding agent subscription you can build a game with zero skill and one shot and then be rich”?

That’s Anthropics marketing, yes.

Also their offering is not uniqe that justifies a 1 trillion valuation. The first companies are already rowing back. It’s a really certain time window that they are about to hit now with their IPOs

The companies that have signed these enterprise deals haven’t done a ROI analysis. They had Fomo.