THere's interest to hold it for diversification reasons but the reality is investors are not stupid. Look at the basket-case recent IPOs: Figma and Klarna.
Many are skeptical of LLMs and how large of an impact they will have in the long-term. Nvidia's stock performance YTD is an example of that, despite the good news being pushed forward.
People want to start seeing customers of OAI, Nvidia et al start generating incremental accounting profits from LLM-specific projects, let alone economic profits.
A proper PM should be moving towards owning design and marketing pieces - not production of software. Software is a means to package an experience captured by the design and communicated via marketing. It's that simple.
Most PMs don't match this description. So I understand the frustration's of engineers who have had to work with PMs.
A well constructed BRD is a very large chunk of the context needed for more successful use of an LLM. You're welcome to disagree, but I've found increasingly that the work artifacts from PMs are becoming even more essential to the actual development.
If you understand the design and user experience end to end and can express that effectively in writing, that's...your agent context. Why do a context hand-off to another human, or at least why remain as silo'd as we have historically been?
Many are skeptical of LLMs and how large of an impact they will have in the long-term. Nvidia's stock performance YTD is an example of that, despite the good news being pushed forward.
People want to start seeing customers of OAI, Nvidia et al start generating incremental accounting profits from LLM-specific projects, let alone economic profits.