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When Claude kind of cut them off, they realized these AI Agentic tools are as good as your model, little to no moat here. And it was a crazy deal to begin with
by SamDc73 1y ago
When Claude kind of cut them off, they realized these AI Agentic tools are as good as your model, little to no moat here.
And it was a crazy deal to begin with, for reference JetBrains who's building IDEs for 24 years are evaluated at $7 billions