It’s interesting that both companies have fully embraced agentic development with unlimited token budgets and yet still can’t expand beyond the original core products

All of those companies that naive HNers used to say they could code in a weekend literally can be coded in a weekend now, so why haven’t they?

If enterprise is the goal they’re really at the whims of the old school software companies because they own no data of their own. Imagine Google decides to push Gemini one day and now ChatGPT can’t write docs anymore.