I'm saying that the truth lies somewhere in between, and that Anthropic's current revenue is being, in part, propped up artificially.

We're also in a place where a lot of the usage guidance around these tools is still nascent. People are cowboying a lot of stuff, even as larger companies start to organize AI policy/safety/responsible use working groups to try and policy around the shortfalls of the technology.

IMO: if this technology persists, and if we figure out a way to use it in a broadly safe way, the value proposition will probably trend down rather than up, at least on the code generation front.

As a research tool, it shows some promise, though I still find the ethics of the technology disgusting.