I think you need to consider how much dev mindshare you get from the loss-leader. Claude has grown at an insane rate. They brought vibe-coding mainstream.
At some point they might decide they have enough demand and inertia from enterprise to reduce the subsidy. But to say “it’s doomed” really misses the fact that it has already been immensely successful.
At some point they might decide they have enough demand and inertia from enterprise to reduce the subsidy. But to say “it’s doomed” really misses the fact that it has already been immensely successful.