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I remember this company from the very beginning. I was very confused by them, but just the other day they sent an email saying they had hit $100MM ARR and $125MM run rate.

Who is paying? No clue, must be big in China.

I skipped going to their hackathon :')

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Had an identical reaction to that $100m email. I decided to try it again with the browser extension. My verdict is it is better than ChatGPT Atlas for the agent mode, so I see use cases for it.

But I am still surprised it's at $100mm ARR. I had thought the company had died after their initial hyped launch and didn't see anyone talking about or using the company at all since then...and we play around with a lot of AI tools. I wonder who their customers are.

I think FUD is working on Meta coming from their archrival Bytedance.

Bytedance recently launched a similar product in China and caused quite a stir, local phone brands are jostling for partnerships, the AI agent phone.

Meta probably don't want to miss the next thing, even if it turned out to be a dud.

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