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torginustoday at 1:11 PM1 replyview on HN

I feel like there's a gross mischaracterization here - $14B in AI terms is like 'second-best VSCode fork' tier money.

These guys have built a fully built-out AI company with a range of models and applications.


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Lalabadietoday at 1:34 PM

> $14B in AI terms is like 'second-best VSCode fork' tier money

Yep, and the comparison relies on key people believing the valuations.

Lots of mature companies will want their providers to be reasonably sheltered from the fallout of a coming US AI bubble burst.

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