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vlflp • today at 5:38 PM • 2 replies • view on HN

As high as $1.1T. Where is the supposed growth going to come from?

Claude has been pushed by force and coercive marketing into most software organizations and many open source projects. In 2026 the companies buying the narrative were exuberant and told employees to tokenmaxx.

This will stop in 2027 because companies will find out that nothing has improved. Nothing at all. They'll evaluate the expenditures.

So the market is saturated and usage is going down. Anthropic should be valued at $200 billion at best.


Replies

bitmasher9 • today at 6:01 PM

Usage is not going down. Take a look at their published revenue, it has a nice hockey stick shape.

I’m not making a bigger argument other than I disagree with that one datapoint you mentioned.

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noimsorry • today at 6:26 PM

I introduced it at our admittedly small company not because of coercive marketing or force of any kind. I did it because rolling new stuff out takes days instead of months. Not only that but we can make products above our previous level.

Unsafe, comprehension debt, vibecoding, slop? Have you seen actual lowly developers’ code? AI is a vast, vast improvement on all relevant axes if you ask me.

If you think this is going to slow down I have no idea what to tell you.