From $87M to $30B in ARR in 27 months. The same week: a ten-hour outage, a 512,000-line codebase leak, and a flagship model too dangerous to ship and too expensive to run.
Revenue crossover is a vanity metric here. The real story is the $30B ARR sitting on a foundation of npm leaks and ten-hour outages. Enterprise loyalty isn't infinite. Burned $4.2M once trusting a "stable" API that had similar structural rot. Reliability is the only moat that matters now.
Revenue crossover is a vanity metric here. The real story is the $30B ARR sitting on a foundation of npm leaks and ten-hour outages. Enterprise loyalty isn't infinite. Burned $4.2M once trusting a "stable" API that had similar structural rot. Reliability is the only moat that matters now.