Comment by code_runner

I think you may be looking past the point they are making. Rideshare was better, it was cheaper, it was nice. Its no longer better, cheaper, or nicer. They're doing fine for sure.... like the AI companies will be doing fine... but once the prices go up the ROI for AI agents won't be as appealing to every company. It may raise the bar higher for new companies/products rather than lower it.