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One example I'm aware of is JetBrains. For years, they seemed to have a near-monopoly, but now they're in trouble.

https://ghuntley.com/kodak/ — there's no inside information here, but the article is spot on.

Seems like a really bad article. They have a loss, but their revenue is still trending up, which suggests they are spending more money building products (perhaps with better AI tooling). That's a pretty normal thing for a healthy business to do in this landscape.

The article doesn't mention this at all. It just blindly includes that graph and than muses about the death of Jetbrains for a few paragraphs.

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