since their release they surpassed 100M arr and 1/3 of the F500
its clear they own the mindshare around this type of primitive which is a massive premium
its clear they own the mindshare around this type of primitive which is a massive premium
You can create a company with 2B shares and sell one share to your friend for $1000. Lo and behold, you own $2 trillion dollar company, leaving Elon behind.
Multiplying out revenue from the peak of their mini hype cycle while a dozen well financed competitors target them directly seems extremely optimistic.
If they weren't lying about $100M ARR, they had to be at 6.5T/day for a week to hit that number.
They also claimed they were at 1T/day just couple weeks ago. That's $15M ARR.
85% drop in just a couple of weeks?
It’s not to be unexpected for a new product and startup, but they lack SOC 2 certification, and the other things enterprises look for on information security.
I’d be surprised if many procurement divisions are approving typesafe AI, and I fear by the time they achieve it, existing vendors would’ve catched up.