I think they're spot on to say they were too early. But their analysis of the current state is pretty tainted by their personal situation. Many people I know

I think they're spot on to say they were too early. But their analysis of the current state is pretty tainted by their personal situation. Many people I know find copilot extremely helpful. I think tools like it are about to become extremely important to the productivity of everyday developers. I seriously doubt it will take $100M to develop. The company Kite might have needed $100M to get there, but I bet you a few smart people working evenings in their garages can get there too. Also the "nobody pays for dev tools" line is pretty obviously a weak excuse. Github is a developer tool that was worth $7B+. The truth was they just didn't provide _enough_ value to get people to pay for it. That's clearly true, and goes along with their idea that they were too early. Not that the problem is impossible.