3 ms·
What are you defining as good and successful?? ChatGPT has 800M+ WAU, that seems pretty good and successful to me (not financially but they have time). AI comp
by mike_hearn 6mo ago
What are you defining as good and successful?? ChatGPT has 800M+ WAU, that seems pretty good and successful to me (not financially but they have time).
AI companies aren't selling coding tools. Claude Code is not a coding tool! It's a tool that does coding, which is subtly different. The total addressable market for a coding tool is all developers, which is maybe 25-30M people worldwide, the total addressable market for people who need code written is potentially around a few billion or so, maybe more.
- jcgrillo 6mo agoI'd like to see one of the major AI players demonstrate a successful exit. I don't think Coreweave counts here, because their long-term success is so tightly tied to the AI bubble continuing forever, which it probably won't. I want to see a strong company emerge from the bubble and start delivering real, sustainable value to its customers and investors. That would convince me it's possible to build a decent product and a real business on LLM AI technology.
- hollerith 6mo agoSpaceX plans to IPO and is hoping that shares will start trading in late June.