But Jev established the branding and investors are betting that Jev will be acquired by one of the big labs soon - and if they aren't, the money itself can create a positive outcome by allowing Jev to hire incredible talent and scale the company rapidly.

Rapidly? Their 2 years of stealth was replicated in 2 weeks.

I give it to them for creating the hype (good marketing), and for making a useful classifier. Not sure what they would scale rapidly though.

I feel like half the game now is marketing though, so I can see why they'd be attractive to an investor. Maybe if they scale they can come up with something.

Always has been imo.

You can replicate any fitness app in no time and you will make close to $0. Brand recognition matters a lot.

Yeah but there are also network effects of using fitness apps. Every engineer I know switches easily between Codex and Claude Code when one gets better than the other.

Jev has been around for a couple weeks. Cost and performance matter more than anything. Staying with an existing provider (the # of people choosing Jev without already having a frontier API key is probably zero?) is way easier than this.

What the hell are we even talking about.

100%. Product finesse + Marketing is now the "moat".

It’s the classic SV flip. You scale your investors, your executive team, your sales people, hire a bunch of engineering you don’t need, then sell the company. The company’s product doesn’t matter, the company is the product.

It’s like openclaw. There was a bunch of technically better ones that came along afterwards, but nobody remembers what any of them were called.

You say this, while Hermes Agent has been at top of the openrouter.ai leaderboard for several months and currently has 3X the token usage of OpenClaw.

What? OpenClaw has been completely replaced by Hermes and others in the discourse

And Muse is what normal people use instead

> Their 2 years of stealth was replicated in 2 weeks.

Actually they stolen the idea from a paper.

So did Oracle with relational databases by that logic

Either the investors know something we don't, or the market is irrational.

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