I've recently had several enterprise level conversations with different companies and what we're being asked for is specifically the simpler approach. I think that is the level of risk they're willing to tolerate and it will still ameliorate a real issue for them.

The key here is my product is no worse positioned to do more things if and when the time comes, but building a solid foundation and trust, and not having the quiet part be (which I heard as early as several months ago) that your product doesn't work means we'll hopefully still have the customer base to roll that out to.

I've talked to Devin's CEO once at Swyx's conference last June, they're very thoughtful and very kind so this must be very rough but between when they showed their demo then and what I'm hearing now the product has not evolved in a way where they are providing value commensurate with their marketing or hype.

I'm a fan of Guillermo Rauch's (Vercel CEO) take on these things. You earn the right to take on bigger challenges and no one in this space has earned the right yet including us.

Devin's investment was fueled by hyperspeculation early on when no one knew what the shape of the game was. In many ways we still don't, but if you burn your reputation before we get there you may not be able to capitalize on it.

To be completely fair to them, taking the long view and the bank account to go with it they may still be entirely fine.