Well, your title certainly was not, in any case!

I mean, a company that loses money on every widget they sell might technically have found "product-market fit." :)

It seems quite possible to me that developer tooling is going to end up being the biggest win from LLMs because there is a product-market fit -- and also quite possible that OpenAI and/or Anthropic end up getting bought for pennies on the dollar because their burn rate is unsustainable. AI may end up being this generation's "dark fiber."

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