I really fail to understand what is going on here.
There is literally no moat in most software expect the users a product has acquired. The number of slightly different solution to an existing product is wild. And this is getting crazier. I build for the fun of it now. Completely lost any sight of $ goals.
I am building agents, have own gui framework, own server orchestration, and now looking at deploying multi-app servers using unikernels. I build for my niche audience and make them happy - I am going via my existing clients who are in the property management domain. Non technical folks who have to handle everything from inspection to finance. My ideal type of folks.
I am sure by the time I build my end to end agent/orchestration/deployment/management system, I will have some customers and many more clones. Slightly different clones. This is the future. Why would anyone acquire anything?
They need my prompts, not my tech.
I mean okay but you're looking at two very different things. At your description, it makes no sense to acquire your business. But Conductor is not building for a niche audience and is a radically different beast. Even before this acquisition they raised over 20 mil. You're using very naive thinking when you're talking about value here, its not as simple as why buy a company when someone can vibecode it. This is particularly funny because its usually AI labs that are following through with some of the biggest buys lately.
Companies acquire talent ;Companies acquire products with a fast-growing usage base ;Companies acquire products that can help them beat competition in a fraction of the time it would take to build internally (in decreasing order of "real value" and increasing order of self-deception)
I feel its less about the tech and more about the stage Meta and Conductor are in, right now