> Pretty wild to say that the company with one of the best models (arguably the best) is a bunch of idiots.

It would be pretty wild if they didn't considering all the money thrown at them!

You're looking at one of the largest investments business (as a collective) has ever made. They had better be one of the forerunners in the space :-/

And you think with all of this money they are employing idiots?

They're completely vibe-coding one of their flagship products. It's not unreasonable to consider that the people who took that decision are, indeed, idiots.