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There isn't anything clear until someone manages to publish measurable and reproducible results for these tools while working on real world use cases.

Until then it's just people pulling the lever on a black box.

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Hundreds of millions of people use these every day on real world use cases. If they didn’t work, people wouldn’t use them.

This is the measurable evidence you are talking about: https://a16z.com/revenue-benchmarks-ai-apps/

Here's even earlier evidence: https://en.wikipedia.org/wiki/Tulip_mania

this point is about revenue not valuations

All three companies profiled are selling products TO vibe-coders, not apps created BY AI-utilizers.

The shovel seller in the gold rush analogy.

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