alt Hacker NewsWhat do you mean by pure play? Claude code alone is 1B revenue. It's not just the API they make money on.
https://www.anthropic.com/news/anthropic-acquires-bun-as-cla...
Replies
wqaatwt • today at 5:47 PM
Which is not a lot at all compared to their cost and especially the valuation discussed here.
But there's no moat around these models, they're all interchangeable and leapfrogging each other at a decent pace.
Gemini could get much better tomorrow and their entire customer base could switch without issue.