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.
stubish|1 month ago
hnarayanan|1 month ago
ttoinou|1 month ago
zqna|1 month ago
pants2|1 month ago