2B+ in revenue on hundreds of billions in investments and future commitments is completely worthless. Anybody can turn $100b into $2b, that's not a fucking accomplishment. And to the extent that something is driving any revenue, it is the model, not the TUI. Any success Claude is having is despite the godawful TUI, not because of it.

They appear to be lining up a funding round at a $900 billion dollar valuation. Or to be more conservative they already raised at $380 billion. A long way from worthless.

claude.ai (their chatgpt equivalent) was nowhere before cc came about. CC was coded in a few weeks by people, then a few months by people + cc, then mostly cc take the wheel. It is without a doubt the main reason why they're successful. It is also the main reason why their coding models are as good as they are. They've incorporated the early data into their training recipes, and evolved model + harness together.