Small data point: My company used them for coding interviews and they were fine (though we never needed more than the free tier!)

They easily have well over 3 years of runway, assuming no revenue (they have nontrivial revenue).

~200m raised over the past 2y with ~100 employees, plus server costs, i dont see how this is trading at >10%

@ibbi true, but word on the street is they're spending a fortune on AI inference costs bc they still mostly just use the GPT API 🤷

Being zeitgeisty comes with pressure to spend