We're still figuring things out and this announcement is yet another data point about the simplified infra for devs space maybe not being very promising but most of our customers at the moment are actually non-technical teams who have struggled to use anything else. You could argue in some ways Val Town was tangentially in the same space as Lovable & Co and those companies are still going strong.
I think there's real signal in this announcement but it's also hard to derive general lessons for a whole market from a single company given how many variables come into play.