I think they're spot on to say they were too early. But their analysis of the current state is pretty tainted by their personal situation.
Many people I know find copilot extremely helpful. I think tools like it are about to become extremely important to the productivity of everyday developers. I seriously doubt it will take $100M to develop. The company Kite might have needed $100M to get there, but I bet you a few smart people working evenings in their garages can get there too.
Also the "nobody pays for dev tools" line is pretty obviously a weak excuse. Github is a developer tool that was worth $7B+. The truth was they just didn't provide _enough_ value to get people to pay for it. That's clearly true, and goes along with their idea that they were too early. Not that the problem is impossible.
Many people I know find copilot extremely helpful. I think tools like it are about to become extremely important to the productivity of everyday developers. I seriously doubt it will take $100M to develop. The company Kite might have needed $100M to get there, but I bet you a few smart people working evenings in their garages can get there too.
Also the "nobody pays for dev tools" line is pretty obviously a weak excuse. Github is a developer tool that was worth $7B+. The truth was they just didn't provide _enough_ value to get people to pay for it. That's clearly true, and goes along with their idea that they were too early. Not that the problem is impossible.