Claude is very good and I believe they have enough to take them to profitability. Just over the last week or so, I’ve spent ~$30 beyond their monthly plan fee and I love it.
But is this good enough to justify a $350B valuation? Netflix gets that sort of valuation with hundreds of millions of subscribers and well established delivery costs.
Yes. I am generally a skeptic but there is enough there there to get them to realise such a valuation.
Those subscribers pay 10 usd per month, or even less with family plans though
I spent $30 on one prompt lol
I'm getting sick of it, and considering to stop my 18 eur/mnth contribution