[nfw2]

This is the measurable evidence you are talking about: https://a16z.com/revenue-benchmarks-ai-apps/

[overfeed]

Here's even earlier evidence: https://en.wikipedia.org/wiki/Tulip_mania

[nfw2]

this point is about revenue not valuations

[FEELmyAGI]

All three companies profiled are selling products TO vibe-coders, not apps created BY AI-utilizers.

The shovel seller in the gold rush analogy.