I agree with the larger point you make. Most AI companies - certainly Anthropic - are private, and there's some disconnect between the money pouring into them,

I agree with the larger point you make. Most AI companies - certainly Anthropic - are private, and there's some disconnect between the money pouring into them, and their balance sheets. That said, investors care very much about the number of users these companies have, and the public's attitude toward these companies. An AI company can more easily raise money if they're growing their user base, and enjoy public buzz.