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


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


this point is about revenue not valuations


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

The shovel seller in the gold rush analogy.




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