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It’s in increasing but they still haven’t gotten into the black. I’m pretty sure nobody has yet, right?
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Probably not, but I think the investors care more about users and subscriptions than profits at this point.
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That’s the old model for sure but we’ve never seen this much investment this rapidly. They have to be getting cold feet by now. Hence anthropic going public. If they had a strategy for getting in the black AND longterm viability I feel like we’d see them roll private longer. But instead we’re seeing all the signs of “grow, exit, let the next dude figure it out.”
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I completely agree. I was just pointing out the current expectations and behavior.
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