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Comment by ttul

4 hours ago

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.

  • 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.

  • 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.

  • 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.

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

    Actually they stolen the idea from a paper.

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