They have something like 80% gross margins, are at a $100B/yr ARR, and are growing at 10x per year... If that keeps up, they're going to be doing more revenue than Google in a year ($400B ARR, 20% per year growth)
replyHow can you sanely project the last 12 months forward? We have seen a huge uptick in usage. Last summer AI was a toy to most devs, now every enterprise developer I talked to uses it every day. Coding agent providers are surely going to hit market saturation in the near future.
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replyAt last, a valid usecase for VCs.
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