251–260 of 458 posts
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Personally, I’m just exhausted. They are not obligated to be truthful here, so the entire thing is interpreted based on vibes. If you are an AI booster, this is proof that the demand is there; if you aren’t, you’re baffled at where these numbers are coming from.
How are they “not obligated to be truthful”? Lying to investors is literally a crime.
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I spent $200/month on subscriptions last month ($100 each to Anthropic and OpenAI) and the API cost version of my token spend was $2,100 - and if I'd been on the "Enterprise" plans my company would have had to pay the full price, not the subscription discount: https://simonwillison.net/2026/May/27/product-market-fit/#en... I agree that $400/month is a HUGE amount, but there might be a path to that.
Seems like a lot of money until I consider how much time it would have cost me to get this far in any of them a few years ago. So long as the thing you're doing is worth doing (business, pleasure, curiosity, utility) then it's a bargain.
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Personally, I’m just exhausted. They are not obligated to be truthful here, so the entire thing is interpreted based on vibes. If you are an AI booster, this is proof that the demand is there; if you aren’t, you’re baffled at where these numbers are coming from.
i would assume investors giving billions of dollars have done their due diligence and not base it off vibes...
If you think investment banks will catch them during the IPO: They have launched many overpriced IPOs in 1999/2000 and also want a high IPO price.
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Revenue is an integral over the past year or past quarter. Run-rate is taking a recent measurement and multiplying it out so it will span a year. Basically, it assumes they keep all of their current contracts, and don't gain any new ones. Forward-looking revenue is an estimate of what the integral will be from now to a year from now. For a growing company, run rate is between past revenue and estimates of future reve…
Is it qualified at all? Or can you measure anything and multiply it through to get whatever number you want at the end? Along the lines of "in the 4.75 hours starting at 02:35 yesterday we collected invoices worth $X so our run-rate revenue is now $Y"?
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I spent $200/month on subscriptions last month ($100 each to Anthropic and OpenAI) and the API cost version of my token spend was $2,100 - and if I'd been on the "Enterprise" plans my company would have had to pay the full price, not the subscription discount: https://simonwillison.net/2026/May/27/product-market-fit/#en... I agree that $400/month is a HUGE amount, but there might be a path to that.
I spend $200 for Claude, $100 for ChatGPT, and I still hit hourly and weekly limits mostly working on a couple projects with no "claude -p" style automation. Seems like a lot of money until I consider how much time it would have cost me to get this far in any of them a few years ago. So long as the thing you're doing is worth doing (business, pleasure, curiosity, utility) then it's a bargain.
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i would assume investors giving billions of dollars have done their due diligence and not base it off vibes...
They get in now because they want a high IPO exit. They care about the perception of the numbers, not about reality. If you think investment banks will catch them during the IPO: They have launched many overpriced IPOs in 1999/2000 and also want a high IPO price.
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I spend $200 for Claude, $100 for ChatGPT, and I still hit hourly and weekly limits mostly working on a couple projects with no "claude -p" style automation. Seems like a lot of money until I consider how much time it would have cost me to get this far in any of them a few years ago. So long as the thing you're doing is worth doing (business, pleasure, curiosity, utility) then it's a bargain.
I do hope they improve in time. Weekly limits are criminal.
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A series "H" for $65 billion and no path to profitability is existing fine?
https://techcrunch.com/2026/05/20/anthropic-says-its-about-t...