Comment by agosta

The business is this: Tailwind is free. Everyone uses it. People visit their docs and eventually buy some of the things they actually sell (like books, support, etc).

With LLMs, almost nobody visits their docs anymore just like folks barely visit Stackoverflow anymore (SOs traffic is down +80%). Fewer people see things they may want to buy from team Tailwind so they make less money so they implode. Plus LLMs just directly compete with their support offering.