Sure they had a lot of growth but when there are a 100 alternatives, each offering something a bit different, then user bleed is natural.
Meta, Google and all big co will spend more $ short-term to buy and they will continue to bleed till the new playbook sets in the minds of execs.
both acquihires and products will get cheaper, could the new playbook be the OG marketplace ?
I don't see a Muse desktop app, this gives them something they can spin up in a few weeks, not months, with native cloud integration. I'd guess we're going to see a product competing with OpenAi/Anthropic (as far as standalone apps are concerned) by January.
I do not know where people are lost these days. I build ambitious apps with 3x $20 subscriptions. And I live in a village in eastern Himalayas. People are really in a bubble.
LLMs have crushed the idea of "using [another product] to jumpstart" anything. Just build it.
https://github.com/brainless/nocodo, https://github.com/brainless/dwata, https://github.com/brainless/akar, https://github.com/brainless/baho
All these and more, from a single engineer with 3 x $20 subscriptions. While I also run chicken and pig farms. It will take time for people outside tech hubs to understand what LLMs enable.