@AkiKakko@nikhilvnamburi@jonchu this is a really weird hill to die on when you are clearly wrong, plenty of examples also of companies getting trampled by foundation models. take a lot of the early text to video model companies that disappeared since sora / veo
@endowment_eddie look at how much of the growth is organic versus coming from their recent price increase. most of the subscribers are on monthly plans so the price increase flows pretty immediately. the core business isnt growing as cleanly as the comps
@asharoraa@jaredrosnerd i dont think there is a single vc who invested in any of these “titans” who would say the round they participated was over hyped or their returns were low!