I think the amount of turmoil around these deals is giving more weight to the possibility that we’re in a massive bubble thats quite divorced from any kind of fundamentals. Sooner or later the bubbles gonna burst.
Anthropic ARR went $1B -> $4B in the first half of this year. They're getting my $200 a month and it's easily the best money I spend. There's definitely something there.
I pay $0 and that's already enough for me. Genuinely, what are you getting for your $200? I cannot fathom paying that much for what seems like I get basically for free anyway.