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that statement is pretty high on hype relative to the actual financials though

See what you get for saying things with subtlety instead of hype these days... sigh.

Well, your title certainly was not, in any case!

My title was actually intended as a subtle burn at those companies.

What are you doing demanding a trillion dollar valuation for your IPO if you haven't even achieved product-market fit yet!

I mean, a company that loses money on every widget they sell might technically have found "product-market fit." :)

It seems quite possible to me that developer tooling is going to end up being the biggest win from LLMs because there is a product-market fit -- and also quite possible that OpenAI and/or Anthropic end up getting bought for pennies on the dollar because their burn rate is unsustainable. AI may end up being this generation's "dark fiber."