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I'm from the future again, and I predict that either Replicate or fal.ai will get acquired by one of these so-called 'Vibe-coding' companies. Supabase included.

When I see valuations like this, they are overvalued until they use that money to acquire another company for a total addressable market expansion.

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I think FAL is already too big for a "viber" company to buy. $55M ARR and 10%+ EBITDA. They're either going to IPO or get acquihired by a big 4.

FAL team is the real deal, they will absolutely not get acquired by any of these other "vibes" companies.

It's really sad that nobody is actually trying to be a real company these days. When Steve Jobs was asked that if he will ever sell Apple, he physically recoiled and scolded the person asking such things. Nowadays, all of these companies are being set up just to be acquired. Nobody has any ambition anymore to be long lasting, profitable and an actual business.

So basically the nobody wants to work of the business longevity world? What is the actual difference? If their goal is profitability and eventually retirement why not do it on an accelerated timescale and exit with millions in their 30s instead of hundreds of thousands in their 70s?

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