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I thought my post was pretty free of hype. I said that this new revenue "Maybe even enough to start covering their costs!"
by simonw 5mo ago
I thought my post was pretty free of hype. I said that this new revenue "Maybe even enough to start covering their costs!"
- hansmayer 5mo agoWell, your title certainly was not, in any case!
- simonw 5mo agoMy title was actually intended as a subtle burn at those companies. What are you doing demanding a trillion dollar valuation for your IPO if you haven't even achieved product-market fit yet!
- chipotle_coyote 5mo agoI mean, a company that loses money on every widget they sell might technically have found "product-market fit." :) It seems quite possible to me that developer tooling is going to end up being the biggest win from LLMs because there is a product-market fit -- and also quite possible that OpenAI and/or Anthropic end up getting bought for pennies on the dollar because their burn rate is unsustainable. AI may end up being this generation's "dark fiber."
- WhrRTheBaboons 5mo agothat statement is pretty high on hype relative to the actual financials though
- akdor1154 5mo agoSee what you get for saying things with subtlety instead of hype these days... sigh.