> Yeah, now they are part of Anthropic, who haven't figured out monetization themselves.
Anthropic are on track to reach $9BN in annualised revenue by the end of the year, and the six-month-old Claude Code already accounts for $1BN of that.
Not sure if that counts as "figured out monetization" when no AI company is even close to being profitable -- being able to get some money for running far more expensive setups is not nothing, but also not success.
Monetisation is not profitability, it’s just the existence of a revenue stream. If a startup says they are pre-monetisation it doesn’t mean they are bringing in money but in the red, it means they haven’t created any revenue streams yet.
Anthropic are on track to reach $9BN in annualised revenue by the end of the year, and the six-month-old Claude Code already accounts for $1BN of that.