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Their main product is Code Search, Cody is a new thing.



Code Search seems a limited market so I would be surprised if their plan wasn't to go after deeper code tooling in the future. Otherwise I don't see how their $2.6 billion valuation made sense. They likely thought that an iterative approach based on human encoded code understanding would allow them to build better systems. Pretty reasonable assumption 1+ years ago. Then GPT3/4 proved that you could just dump data into an AI and probably get an even better result.


But that makes no sense. If AI is the future, you'd leave Code Search open-source and make the AI assistant closed-source.




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