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Personally I think they are on the right track, which is why we're over-invested in them.

Generally in our experiments, GPT-4/Claude Opus is able to generate Next-flavored React Server Components (RSC) a lot easier than anything else, because their APIs are simple.

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The needs of internal apps & dashboards are so spiritually different than the needs of consumer-facing software, and Next has been all about the consumer-facing side for the last few years. I think betting on Next is correctly simply because they're massive, but in some ways it's a bet despite everything that Next has been about for the last few years.

Being GPT compatible seems to be another major selling point.

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