alt Hacker NewsClaude Code is extremely easy to set up and use. I suspect its saturation among software professionals is at the majority of the addressable market.
What if there are no other killer apps for Enterprise? Only CC will produce the level of token churn that could drive huge profits for model providers.
The Enterprise market is not as substantial as the rapid success of CC makes seem.
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What about "cowork", aiming to be the claude code of excel files and pdfs and screenshotting your desktop to tell you what's wrong?
Like, that feels like it's also a huge amount of token churn ("sure, I can search every xls file on your machine to find the 2023 invoice from that company"), and very early in its adaption curve.
Most people are still using AI as a webpage chatbot to ask questions to and copy+paste between, but running an "openclaw" like assistant, which can access your files, email, and opens you up to wild security attacks, that seems like a really big killer app.
Cowork to me also seems like it'll take longer to reach the broader market since the models are less good at "use the mouse and keyboard to do this repetitive task" than "write code", but I see it as having killer-app potential with lots of token churn.
it's been pretty funny seeing people who did not predict Claude Code's success and previously said the whole sector was a nonsense dead end now saying, well okay there's one massively successful killer app, but what if that's the only one ever?
Claude Code is rare product that is both beneficial and economically addictive, where its use increases demand for itself, at least in the supply / demand range for code we are accustomed to. It makes making software so much easier that Claude coding custom software becomes a solution to all sorts of past annoyances. Maintaining the software is easy enough thanks to Claude code.
Missing the Claude Code market was the biggest swing and miss ever.
Too busy trying to make TikTok for preteens with $4/generation videos that lost their novelty the minute IP was off the table. Didn't even identify the professional market in video was the correct place to invest, like Kling and ByteDance did.
Chasing consumer killed their ascendency.
Sam is a ruthless leader and knows how to build an empire, but he's also a distracted leader who chases too many flights of fancy. Without a golden goose like Zuckerberg, every mistake is a knife wound.
HN is a bubble. I hear people from outside of Silicon Valley that only just started trying out Claude Code recently. There's still a ton of developers yet to jump on board.
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> Only CC will produce the level of token churn that could drive huge profits for model providers.
Are they actually driving any profit? I mean actual profit, not "tokens" or users or profit but ignoring inference costs, same ignoring training, R&D, etc. I'm not arguing against how useful it is, nor how popular, just the basic total spent - total earned.