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.
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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.
Are those things created by Claude actually making you that much in real money every month? Because the amount of money it would cost to pay someone to create something, and the value that something brings to you once it's made are largely unrelated.
I know it's hard to place a value on how much a utility saves a business, but honestly this math is like the piracy math and we didn't buy it back then either.
Some teenager downloading 20k songs does not mean that they saved $20k[1], nor does it mean that the record labels lost $20k.
In your case, the relevant question is "how much did your revenue increase by after you started 10x your utility code?"
[1] Assuming the songs are sold on the market for $1 each.
OP wanted a thing. in the past, they've been OK paying $10k for similar things. now they're paying $200/month + a bunch of their time wrangling it and they're also OK with that.
seems reasonable to consider that "$10k of value" in very rough terms which is of course how all value is measured.
Okay, then their costs should have come down similarly, no? OP said they were a business and that these weren't luxury hobby things but business needs. In which case, it must reflect on the bottom line.
I operate as a business myself (self-employed), and I can generally correlate purchases with the bottom line almost immediately for some things (Jetbrains, VPSes for self-hosted git, etc) and correlate it with other things in the near future (certifications, conferences, etc).
The idea that "here is something I recently started paying a non-trivial amount for but it does not reflect on the bottom line" is a new and alien concept to me.