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ddp26 | 2 months ago

Because of unprofitability? ARR and growth are very high, and margins are either good or can soon become good.

Is the claim that coding agents can't be profitable?

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sc68cal|2 months ago

> margins are either good or can soon become good.

Their margins are negative and every increase in usage results in more cost. They have a whole leaderboard of people who pay $20 a month and then use $60,000 of compute.

https://www.viberank.app

542458|2 months ago

That site seems to date from the days before there were real usage limits on Claude Code. Note that none of the submissions are recent. As such, I think it's basically irrelevant - the general observation is that Claude Code will rate limit you long, long before you can pull off the usage depicted so it's unlikely you can be massively net-profit-negative on Claude Code.

harmmonica|2 months ago

Do you mind giving a bit more details in layman's terms about this assuming the $60k per subscriber isn't hyperbole? Is that the total cost of the latest training run amortized per existing subscriber plus the inference cost to serve that one subscriber?

If you tell me to click the link, I did, but backed out because I thought you'd actually be willing to break it down here instead. I could also ask Claude about it I guess.

runako|2 months ago

> margins are either good or can soon become good

This is always the pitch for money-losing IPOs. Occasionally, it is true.