> this is not a serious company with serious people building an important long-lived product. This is a group of snake oil salesmen

But that’s obviously not a fair description either, because they have the world-leading product in an intensely competitive field that does stuff nobody would have thought possible five years ago.

The marketing is obviously massive hyperbole bordering the ridiculous, but the idea that they haven’t produced something deeply serious and important is also ridiculous, to me.

The only (gigantic, huge, fatal—perhaps) problem they have at the moment is that their moat seems to only consist of a short head start over the competition.