Comment by echelon
Are all of their sales their code gen model? And isn't there a lot of competition in the code gen space from Google and Anthropic?
I'd imagine they sold these to enterprise:
"ChatGPT for Business", sold per seat
"API Platform"
I could see the former getting canned if AI isn't adding value.
Developers can change the models they use frequently, especially with third party infrastructure like OpenRouter or FAL.