Their value is in the data they've collected and are collecting. Usage, acceptance rate, and all the connected signals. Plus having a large userbase where they can A / B test any finetune they create.
I hope for their sake they're using real metrics internally, and not whatever nonsense they're using to calculate stuff like "% written by LLM" in their dashboard, because that's... very wrong.
Their value is in the data they've collected and are collecting. Usage, acceptance rate, and all the connected signals. Plus having a large userbase where they can A / B test any finetune they create.