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502 points alazsengul | 3 comments | | HN request time: 0s | source
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pm90 ◴[] No.44564397[source]
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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nikcub ◴[] No.44564871[source]
> divorced from any kind of fundamentals

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.

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benjaminwootton ◴[] No.44564952[source]
I’ve always dwelled over $5 a month subscriptions for iPhone apps due to subscription fatigue. I find myself signing up for $200 AI subscriptions without a moments hesitation.
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1. vonnik ◴[] No.44566163[source]
I personally find gemini 2.5 pro and o4.1 mini to handle complexity better than claude code. i was a power user of claude code for a couple months but its bias to action repeatedly led me down the wrong path. what am i missing?
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2. OccamsMirror ◴[] No.44567087[source]
I'm finding myself agreeing with you... After also being a Max plan power user.

Now I just find myself exasperated at its choices and constant forgetfulness.

3. rtcoms ◴[] No.44571955[source]
how do you integrate that with a code editor ?