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?
The scrutiny is because the actions of the company suggest that the company itself has no idea what another killer app could be. Let alone enough to reach a 1T valuation.
The whole sector is still quite likely a nonsense dead end.
It’s the second killer app. The first was AI Chat. It was genuinely game changing and still is.