People are only nuts if they actually take money they don't have to invest in random companies.
But lets be clear: the growth of Anthropics revenue is very fast and way too many people stll don't even use AI
Unless anthropic becomes an entertainment platform like netflix or something, I really can't see how they gain significantly more _paid_ users. The vast majority of people will use the free tiers of openai and claude.
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> But lets be clear: the growth of Anthropics revenue is very fast and way too many people stll don't even use AI
Anthropic is selling $3 for $1, of course the growth is fast.
Completely agree, but I don't see how much _value_ these new users will get out of it..
Businesses are extracting value now - for the average user I see it as a convenience that they will pick the cheapest provider for..
It's a race to the bottom for most as there's not a major differentiator.