Yeah, claiming “product-market fit” on coding assistants for this multi-trillion dollar capital expenditure seems premature. Anthropic will post one and only one quarter of “operating profit” (aka losses after taxes and debt obligations) on the back of free-for-all spending by enterprise and engineer tokenmaxxing, neither of which will last. The investment was commensurate to a world-eating AGI, and if all that comes out of it is coding agents and slightly better enterprise software, I don’t think that makes up for the money spent.