[fzeroracer]

> I believe more and more in the idea that for many startups and companies, the actual "customers" are the investors and the product-market fit that companies seek is the product of the company itself

In many respects this reflects the growing K-shaped nature of our economy. Average consumers don't matter because you really just need a small cohort of wealthy individuals to be hyper-invested in your product, 'regular' consumption is therefore just a way to keep things relatively on rails rather than the actual economic driver.

All of these AI-first companies don't actually have any market fit, so what they're doing is selling an imaginary product so that they can get investments and loans. As you said the company is the product.