Zed founder questions whether AI labs' revenue math matches real-world spend
zeeg · x · 2026-11-06
Nathan Sowders, creator of the Zed editor, asks whether anyone has run the numbers on AI labs' projected revenue needs, where the money would come from, and how it aligns with current spend — particularly how much goes to SWE headcount. His hunch: revenue expectations imply customers have more money to spend than they actually do.
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