If anthropic continues getting their foot in the enterprise door then maybe they can tap into enterprise cloud spending. If Athropic can come up with services and things (db, dns, networking, webservers, etc) that claudecode will then prefer then maybe they become a cloud provider. To me, and I am no business expert btw, that could be a path to sustainable financials.

Edit: one thing I didn’t think about is Anthropic more or less runs at the pleasure of AWS. Of Amazon sees Anthropic as a threat to AWS then it could be lights out.