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It’s too obvious that antropic need to find way to earn enough revenue before IPO. Claude subscription isn’t earning earning much money I bet

by alvis 4mo ago

deleted 4mo ago
[deleted]
sigmoid10 4mo ago
I think they are just prioritizing enterprise customers, because this is were historically they made most money.
- dylandevelops 4mo ago
  I agree with you here. Unfortunately, this tends to be the case, with smaller developers paying the price.
AtlasBarfed 4mo ago
That's not how it works. They don't need revenue, they need addicts. Specifically they need businesses that fired people and adapted their business to the products, so when the unsubsidized costs hit the businesses are forced to eat the true costs. Yes they can't afford to give the products for free, but what is essentially happening with AI services is economic dumping, keep costs artificially low to get people to fire everybody, and then Jack the rates once they have Monopoly control
- sdellis 4mo ago
  But the only companies firing people (and certainly not everybody) are either the companies with an AI or the investment and finance firms that stand to profit from AI. I smell hype. And no company is firing everybody because of A.I. I agree. They need addicts, but they are high on their own supply and everyone else can see the danger in getting hooked.
sdellis 4mo ago
That's a big problem for all of the AI companies. Most people don't find the technology compelling, accurate, or ethical enough to pay for a subscription. Why wouldn't Anthropic just wait until people start subscribing, do some kind of marketing push, or obtain some kind of other sustainable revenue stream, before they go IPO? I wonder if they see the writing on the wall with all of this and want to cash out as quickly as possible?
- sothatsit 4mo ago
  The Team plan is ~125 USD / month / user. Big enterprises like Uber are paying upwards of $1500 USD / month / user. Anthropic can raise their revenue a lot more by selling to big enterprises than they can by selling more team plan seats.

It’s too obvious that antropic need to find way to earn enough revenue before IPO. Claude subscription isn’t earning earning much money I bet

by alvis 4mo ago

It’s too obvious that antropic need to find way to earn enough revenue before IPO. Claude subscription isn’t earning earning much money I bet

deleted 4mo ago

[deleted]

sigmoid10 4mo ago

I think they are just prioritizing enterprise customers, because this is were historically they made most money.

dylandevelops 4mo ago
I agree with you here. Unfortunately, this tends to be the case, with smaller developers paying the price.

AtlasBarfed 4mo ago

That's not how it works. They don't need revenue, they need addicts. Specifically they need businesses that fired people and adapted their business to the products, so when the unsubsidized costs hit the businesses are forced to eat the true costs. Yes they can't afford to give the products for free, but what is essentially happening with AI services is economic dumping, keep costs artificially low to get people to fire everybody, and then Jack the rates once they have Monopoly control

sdellis 4mo ago
But the only companies firing people (and certainly not everybody) are either the companies with an AI or the investment and finance firms that stand to profit from AI. I smell hype. And no company is firing everybody because of A.I. I agree. They need addicts, but they are high on their own supply and everyone else can see the danger in getting hooked.

sdellis 4mo ago

That's a big problem for all of the AI companies. Most people don't find the technology compelling, accurate, or ethical enough to pay for a subscription. Why wouldn't Anthropic just wait until people start subscribing, do some kind of marketing push, or obtain some kind of other sustainable revenue stream, before they go IPO? I wonder if they see the writing on the wall with all of this and want to cash out as quickly as possible?

sothatsit 4mo ago
The Team plan is ~125 USD / month / user. Big enterprises like Uber are paying upwards of $1500 USD / month / user. Anthropic can raise their revenue a lot more by selling to big enterprises than they can by selling more team plan seats.