alt Hacker NewsSeems like everybody an their mothers are using max plans these days. I wouldn't be surprised if LTV of each customer was big enough to justify spending.
Seems like everybody an their mothers are using max plans these days. I wouldn't be surprised if LTV of each customer was big enough to justify spending.
Assuming there are 10 million developers and everyone is at $200 max plan, that would be $2 billion/month or $24 billion/year maximum.
Note - this is just the revenue not the profit. No salaries, no compute paid for. Just plain revenue. Profit would be way less.
But even that - if we take it to $24 billion/year and we take a 10x multiple, the company is barely valued at $240 billon dollar, lets be generous and make it double at $480 billion and then round it up to $500 billion for a nice round number.
Far far from the $800 billion valuation Anthropic is looking at.
Only a matter of time.
EDIT: Fixed math