Comment by raincole

The article is at least one year too late. Claude Code has been the product-market fit. It's so obvious retrospectively that questioning it at this point would be very silly.

The problem is not whether they have PMF (they do) but how they're going to compete against on-prem and Chinese providers.

Having PMF != printing money forever.

The author claim:

> That’s $2,180.16 worth of tokens for $200

No matter what it means, rebuild the same thing you built with these $2,000 tokens with DeepSeek Pro V4 and let's see if Claude has a chance to survive.