Are they benefiting from the insane valuations though? If the valuations deflate before the insiders are able to exit, I think that would be worse for them than a lower but sustainable valuation.
It all comes down to whose prediction of the future is closer to correct. I think the most likely future is commodification of inference and "agent-assisted" rather than "agent-driven" workflows dominating the future of work. But insiders - who both know way more than me, and also have more skin in the game, both for better and worse - seem to really think I'm wrong about that.
So I dunno! Could go either way!
Even if the future is agent-driven workflow, that doesn't stop the commodification of inference. a good agent-driven workflow, in my experience, is a byproduct of the harness and scaffolding around the agent.
What insiders are you talking about? They're going to be hot towards the possibilities so they can exit to a massive windfall. I dont know why they would want to be publicly critical of these technologies that could make millions on IPO.
It’s all about timing. This is tech bubble 2.0, Dotcom Boogaloo. If you’re able to flip it quickly, you’ll have generational wealth. If not, you could be holding a lot of worthless paper.