I mean okay but you're looking at two very different things. At your description, it makes no sense to acquire your business. But Conductor is not building for a niche audience and is a radically different beast. Even before this acquisition they raised over 20 mil. You're using very naive thinking when you're talking about value here, its not as simple as why buy a company when someone can vibecode it. This is particularly funny because its usually AI labs that are following through with some of the biggest buys lately.
Why do you think how I am building is not going to be the norm? Software is going the way of plumbing. Pick a tiny niche, build highly customized workflows and sell to them. Global products finding audience across 100 countries is no longer working.
Raising money was not an indicator of value before LLMs but it helped a lot. I have been tech lead of a couple US based seed-funded startups and I definitely see the value.
But most software has no intrinsic hard engineering these days. A few do. Companies raise money because they feel they will grow into a large user-base. Then, either make money or get acquired. Where is "value" here? Its VC-speak all the way.
Privately funded AI labs in the US are buying, yes. I highly doubt this trend will go on when the return on investment starts fading. There is momentum in executives. The "value" is how they used to see things. Takes time to update.
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