> I disagree with their statement that individual developers do not pay for tools.
They were a VC backed start-up and it was indeed go big or go home for them.
As they seem to have identified, enterprise sales is one way to go big. Timing is also crucial. Right now, by iterating relentlessly over a decade on just the models, OpenAI and Cohere have commoditized access to the AI itself via APIs: Perhaps a better go-to-market than Kite's which had to build both the AI (ex: OpenAI Codex) and the end-product (ex: GitHub Copilot).
Even though they had 8 years to execute, they had zero leverage on the kind of network effects and developer mindshare that GitHub has or access to bottomless funding like OpenAI. Hindsight is 20:20.
They were a VC backed start-up and it was indeed go big or go home for them.
As they seem to have identified, enterprise sales is one way to go big. Timing is also crucial. Right now, by iterating relentlessly over a decade on just the models, OpenAI and Cohere have commoditized access to the AI itself via APIs: Perhaps a better go-to-market than Kite's which had to build both the AI (ex: OpenAI Codex) and the end-product (ex: GitHub Copilot).
Even though they had 8 years to execute, they had zero leverage on the kind of network effects and developer mindshare that GitHub has or access to bottomless funding like OpenAI. Hindsight is 20:20.