[flagged]
The more interesting questions aren’t about whether they have a real product (they do). It’s whether they can defend that product from competitors, such that their future revenues can justify the massive investments made.
Perhaps I am just blind to consumer markets, but it is not self evident for me, at least. When I think of successful consumer products, I think of stuff like Coca Cola, the light bulb, the CD, acrylic paint. Are you saying that Claude is as successful consumer products as the Ford model T, and Nike sneakers? I am not buying it.