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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

These were true in pre-LLM era. Cursor is a good example. Big numbers but what is the value in a year?

Sure they had a lot of growth but when there are a 100 alternatives, each offering something a bit different, then user bleed is natural.

Meta, Google and all big co will spend more $ short-term to buy and they will continue to bleed till the new playbook sets in the minds of execs.

talent it is then;

both acquihires and products will get cheaper, could the new playbook be the OG marketplace ?

In this case they're shutting down the product, so it's definitely not for the product or for the user base.
That's not necessarily true. They can be using it to jumpstart their own desktop app.

I don't see a Muse desktop app, this gives them something they can spin up in a few weeks, not months, with native cloud integration. I'd guess we're going to see a product competing with OpenAi/Anthropic (as far as standalone apps are concerned) by January.

100%. I'm seeing it as a repeat of the VS Code fork wars. Funnily enough, nobody won that war. The paradigm disappeared entirely.
You mean that desktop app is not something I can spin up in days with my tiniest of LLM budgets?

I do not know where people are lost these days. I build ambitious apps with 3x $20 subscriptions. And I live in a village in eastern Himalayas. People are really in a bubble.

LLMs have crushed the idea of "using [another product] to jumpstart" anything. Just build it.

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