I'm from the future again, and I predict that either Replicate or fal.ai will get acquired by one of these so-called 'Vibe-coding' companies. Supabase included.
When I see valuations like this, they are overvalued until they use that money to acquire another company for a total addressable market expansion.
When I see valuations like this, they are overvalued until they use that money to acquire another company for a total addressable market expansion.