I disagree with this, most normies will never use Claude code... but they WILL use ChatGPTs various modes and apps that handle a lot of things for them.

Their recent "intelligent ui" (forget what they call it), which turns the chat almost into a magazine is amazing for people when they start doing measuring or responses comeback as little graphs or diagrams showing this or that.

Claude is still not able to generate pixel images.

I agree Claude is better for the likes of you and I, but I see the opposite in non-technical people which is most people

Who says selling to "normies" is a value proposition in the first place ? if we're heading towards a K shaped economy - being mass market is a bad thing, and serving professionals and top of the curve is where there's money to be made. The only money in this market so far is in selling to megacorps and governments.

Also Google will eat them eventually in mass market part as well.

Normie consumers will probably not ever spend more than $15/mo on LLMs as they exist currently if they would spend money at all so their LTV will probably just turn into race to the bottom performance marketing

Devs and the token-consuming services they create are probably a more valuable market than the entirety of the glorified search engine use cases that the average consumer is focused on

How much tokens can "normies" use? Use with regular chat or document processing is tiny compared to what coding can consume.