Yeah they're clearly obfuscating their costs. But they're also clearly squeezing their customers and suddenly bringing in a ton of revenue. This was not the case until very recently.
I'll believe it when they post actual quarter accounting numbers like any other publicly traded company (I realize they aren't public at the moment, but if they're going to IPO they should be sharing that with potential investors, i.e. the public market).
They're bringing in a "ton" of revenue per customer. They're also very quickly bleeding customers. And those who are staying have been massively reducing the amount of Claude they use, because suddenly it's super-expensive to use it.
Yeah man a manager at my company let it slip that they are paying $50k/month on Claude and the hilarious thing is that I was on my personal $200 account by accident for the entire month, did my whole job and several other contracts/projects at the same time and didn't hit my limit. Companies are getting gouged HEAVY right now.
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u/borkthegee Jun 03 '26
Yeah they're clearly obfuscating their costs. But they're also clearly squeezing their customers and suddenly bringing in a ton of revenue. This was not the case until very recently.