alt Hacker NewsI don't see the issue. If the market is saturated by them, the slowdown seems to indicate to me that it has reached (at least transiently) its intended audience. If the end goal is that every person on earth has a claude subscription (or whatever your choice is) then yeah that is worrying, but I don't deem that realistic.
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etempleton • yesterday at 11:56 PM
No one with a brain does, but Anthropic’s valuation is banking on massive sustained growth to pay their bills.
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They need a lot more growth just to afford the compute they've already agreed to buy. Not to mention to justify their rumored record-high IPO price.