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No doubt some amazing engineer's work there, but there are little to no adults in the room at that business as far as I can see, and sure they like to tweet about how well they are doing, and I keep hearing this line that they're selling to enterprise, uh, who, Canadian tire? If they actually have more than $150mm in revenue I'd be amazed, and $150mm revenue is still, not at all impressive.

https://www. theinformation.com/articles/openai-challenger- cohere-fell-85-short-early-revenue- forecast



$150 mm with a gross margin of 80% and low capital is great. $150 mm when you spent a few billion not so much.




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