The point of listing the problems with their business model is that they need the AGI narrative in order to fuel the investor cash, without which they will go broke at current spend rates. They have cool products, they could probably make a profit if they switched to optimizing for that (which would mean more expensive products and probably a lot of cuts), but not anywhere near the level of profits they’d need to justify the valuation.
That’s how I interpreted it originally; you were arguing their product org vibed fake, I was arguing your vibes were miscalibrated. I’m not sure what to say to this that I didn’t say originally.
The point of listing the problems with their business model is that they need the AGI narrative in order to fuel the investor cash, without which they will go broke at current spend rates. They have cool products, they could probably make a profit if they switched to optimizing for that (which would mean more expensive products and probably a lot of cuts), but not anywhere near the level of profits they’d need to justify the valuation.
That’s how I interpreted it originally; you were arguing their product org vibed fake, I was arguing your vibes were miscalibrated. I’m not sure what to say to this that I didn’t say originally.