Are we talking about economics, or about hallucinations?

"CPUs don't hallucinate" would be a reasonable argument if CPUs were an alternative to LLMs, which they aren't, so I'm not really sure what argument you're making there.

Seems like you're saying "a calculator makes fewer mistakes than an accountant", which is true, but I still pay an accountant to do my taxes, and not a calculator.

Presumably their "$1bn ARR from Claude Code" number isn't just the $200/month subscribers, they have $20/month and $100/month plans too, both of which their internal analytics could be crediting to Claude Code based on API usage patterns.

That $1bn number was in a paywalled Information article which was then re-reported by TechCrunch so the actual source of the number isn't clear. I'm assuming someone leaked to the Information, they appear to have some very useful sources.

I doubt this is just US developers - they've boasted about how successful they are in Europe recently too:

> Businesses across Europe are trusting Claude with their most important work. As a result, EMEA has become our fastest-growing region, with a run-rate revenue that has grown more than 9x in the past year.

https://www.anthropic.com/news/new-offices-in-paris-and-muni...