Comment by Aurornis

> My neighbors just gave Ford $60k. It'll be a while until my neighbor gives Anthropic $60k.

AI company revenues aren't driven by consumer subscriptions.

The people doing $20 or even $200 per month plans for their side projects aren't driving the demand. It's going to be business customers spending $1000/month or more per developer and all of the companies feeding their business processes through the API like call centers, document processing, and everything else.

If you're thinking of AI companies as consumer plays you're only seeing the tip of the iceberg. We get cheap access to Claude because they want us playing with it so when it comes time for our employers to choose something we can all lobby for Anthropic.