As someone who worked at multiple startups, I am pretty sure they get it but it doesn’t fit their goals.

They want to moat where they don’t need to compete with other companies because they have something that other companies can’t have.

In my opinion this is a short-sighted and greedy worldview. Haven’t seen it work personally. It is a different version of the month-to-month salary guy thinking he will be a billionaire and having that thrash “mindset”.

The reality is that practically none of those companies will amount to anything and they would be better off weighing the usefulness aspect of their output more. Instead they are imagining they will be Google.

Anthropic and openai ofc are the pinnacle of this greed culture and they correspond to FTX from the crypto trash hype so I don’t think they fit into the scale of sensibility.

Coming from this perspective, it is pretty easy to see what they are.