Anthropic for sure. It's a useful professional product that I find many use-cases for in my professional and private life. OpenAI not so much.

$50/month tops is like 60B

That might be an understatement

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.

Ed Zitron begs to differ

I'm a huge fan of agent coding but kinda dislike this "llm evangelism".

There are still several open points (eg.: code churn, maintainability, subtle bugs human will never do) that everyone with a minimal programming knowledge that seriously used a LLM agent knows about but somehow none of these "big influencers" never mention (or just saying "it's your fault").

yep, and the issue is, they took investment

Wait till people figure out they can swap Claude code for DS4 Pro and spend a fraction in API billing (actually, significantly less than $100) while barely noticing a difference.

Man what a disaster article

can we stop throwing around the term "profitable"? didn't they say "operating profit"? so so different to actually making a profit