alt Hacker NewsAs someone that is raising money from VCs, I feel really sorry for large VC backed companies right now. What you see here is the Product-VC tension of the AI era, and in a large company its devastating.
Users want a product that delivers the value they are looking for, VCs are looking for infinite AI scale, these do not meet. So founders need to present two different values and visions, one for customers and one for VCs.
In a small early stage company you can pretty easily hide each side from the other so you can deliver value to your customers while dancing the VC dance, but as you get larger its harder.
I think founders will endure and VCs will calm down at some point, but there is going to be some suffering along the way.
Oh and have you heard that they built Cluade code with only 20 people? (ignore 12 years of AI research expertise head-start and that Anthropic now has thousands of developers)
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It should be turned into a semi-fictional tale, Catch-23, where intractable human unreasonableness creates comical absurdity.
The message was pretty clear that the only “users” that matter to them now are agents.
It’s not clear at all this is the wrong move.
Never really got how gitlab got so big, what's their USP? To my knowledge they don't really have anything that is not reproducible rather easily.