So there are 10x more people who see more value in their netflix subscription than in a $20 claude sub, interesting
Re:Anthropic IPO
by robotresearcher on Thursday November 12, 2026 @11:19AM
(#50469839)
ChatGPT was first mover and has the non-engineering AI chat market. My teen kids say ‘Chat’ to refer to all of AI, and they mean ChatGPT. The rest might as well not exist to them.
Re:Anthropic IPO
by NichoPaolucci on Thursday November 12, 2026 @11:47AM
(#50470260)
I think we're all in a bit of an echo chamber. Our job is to keep up with this stuff, and we work with people who are ALSO keeping up with this stuff.
To my friends (mechanics, CPAs, musicians, police officers), girlfriend (RN), and other people in my personal life... it's ChatGPT. (It's a neat tool to generate funny pictures or ask a question).
Now that I think about it, I have NEVER heard anyone mention Anthropic / Claude outside of work.
Maybe not interesting? I wouldn't expect the number of
subscribers to a bespoke "AI Service" to rival Netflix. I realize on this forum we're probably getting lots of use out of them in our personal lives that justifies the $20/mo
but we're also the people who pay for search engines and VPSs. Outside of work and school normal people don't do anything that requires general purpose AI.
Myself included. Why get a Claude subscription if I can't use pi with it?
For my private use a free tier is enough. There is no point to pay $20 for Claude subscription.
Re:Anthropic IPO
by xboxnolifes on Thursday November 12, 2026 @02:46PM
(#50473115)
Obviously? More people want to watch TV than people who want to build things with AI.
All claude code subscribers are classified in this category it seems.
Total customers >1M trailing twelve month revenue: ~2150. I suspect a vast majority of their revenue comes from limited list of customers with >100M revenue.