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hnarayanan | 1 month ago

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.

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stubish|1 month ago

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.

hnarayanan|1 month ago

Yes. I am generally a skeptic but there is enough there there to get them to realise such a valuation.

ttoinou|1 month ago

Those subscribers pay 10 usd per month, or even less with family plans though

zqna|1 month ago

I'm getting sick of it, and considering to stop my 18 eur/mnth contribution

pants2|1 month ago

I spent $30 on one prompt lol