Hayden Field

Anthropic and OpenAI are both projecting...

some form of profitability in 2029, 2030.

Anthropix said maybe this year it'll also like be slightly in the green and then go back in the red and then go back in the green for 2028, 2029.

But yeah, I mean, I think that they've all realized that if that is ever going to happen, it's going to be via the boring, unglamorous back of office stuff, enterprise, military contracts, government contracts.

All that stuff.

Because consumers just honestly, yeah, they'll maybe pay for a $200 a month subscription if they're a power user.

But there is no way that stuff is ever going to add up to the amount of money that's involved in these enterprise or government contracts.

Yeah, it's still early days for that.

But I mean, it's funny.

I'm really interested to watch the ad stuff play out.

But no, they're not pivoting from consumer.

It just looks like they're trying to really front load their resources, their compute,

and their staff into the enterprise and coding efforts.

So consumer, it's already built.

It's not that crazy to keep it maintained and just keep rolling stuff out.

But it seems like most of their efforts are still going to go towards catching up and closing the gap in enterprise and coding, especially because...

reputationally, they also have a gap to close there.

Anthropic, for better or worse, has the reputation of being pretty trustworthy, pretty brand safe.

That's what a lot of startups were telling me when I talked to them about this a few months ago.

They all were afraid of the risk associated with especially XAI and somewhat open AI as well.