> people that came up with a product people wanted
We've yet to see whether this is true, or is it just manufactured demand. There are dozens of Jev demos, but pretty much all of them are either cool but useless, or simply fake (i.e. harness doing 99% of the work).
since their release they surpassed 100M arr and 1/3 of the F500
its clear they own the mindshare around this type of primitive which is a massive premium
Measuring ARR based on 7 days of data is beyond stupid.
You can create a company with 2B shares and sell one share to your friend for $1000. Lo and behold, you own $2 trillion dollar company, leaving Elon behind.
Especially for a company still in their 15 minutes of fame that could very plausibly turn out to be a one hit wonder and a trivia question in two years.
Multiplying out revenue from the peak of their mini hype cycle while a dozen well financed competitors target them directly seems extremely optimistic.