> Weird thing to fixate about when the whole industry actually uses MAUs.

Are you kidding me? Like, both Google and Facebook tracked l7, l28 which is the number of days that a person/account logged in over the last 7 or 28 days. Fundamentally, that's the sign of a useful product, in that people keep coming back.

> 800M WAU is a "losing company"?

Not enough information to be sure. If their business model requires selling dollars for fifty cents, then maybe.

I don't doubt the utility of these products (sometimes), but I do doubt the business model behind OpenAI & Anthropic (the "pure" model providers).