Matt Slotnick
@matt_slotnick
enterprise AI. @poggio_labs. also, cycling
895 Following 13.6K Followers
claude code is so slow, i can’t believe they’re at $40B ARR. why does anyone trust this $42B ARR company with sensitive workloads. the model isn’t even good, how are they at $44B ARR when everyone’s churning. they’re raising again? don’t VCs know this $46B ARR is going to zero?
Show more
anthropic added an entire servicenow worth of run rate revenue in the last 30 days… can you imagine telling someone that a few years ago?
this is a phenomenal slide. cc @loganbartlett
