Matt Slotnick(@matt_slotnick):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?

Matt Slotnick

@matt_slotnick

enterprise AI. @poggio_labs. also, cycling

Joined March 2009

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Matt Slotnick@matt_slotnick

2026.05.16 02:35

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?

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