Comment by JimDabell

Comment by JimDabell 10 hours ago

2 replies

> Yeah, now they are part of Anthropic, who haven't figured out monetization themselves.

Anthropic are on track to reach $9BN in annualised revenue by the end of the year, and the six-month-old Claude Code already accounts for $1BN of that.

Attrecomet 4 hours ago

Not sure if that counts as "figured out monetization" when no AI company is even close to being profitable -- being able to get some money for running far more expensive setups is not nothing, but also not success.

  • JimDabell 2 hours ago

    Monetisation is not profitability, it’s just the existence of a revenue stream. If a startup says they are pre-monetisation it doesn’t mean they are bringing in money but in the red, it means they haven’t created any revenue streams yet.