They are also usually selling another AI-wrapper. I don't know the parent poster either but if your LLM product is generating $10k/month, your moat is really weak and you'll probably shut the f* up because your only moat is obscurity. Why risk that?
We shouldn’t assume the app created the customer base anew or solves a novel problem. Maybe this one does, we don’t know. But, what if the app is just an app version of a existing website store?
As an example I could imagine a clothing brand wanting an app that customers can install instead of using their phone browser. $10k/month in that context isn’t as surprising or impressive.
In which case the LLM contribution to the $10K/month is equivalent to hiring a mobile developer to build such an app which (given the implied simplicity) should be a few thousands one time cost. Not the $120K/month implied by PP. And don't get me wrong, paying a few dozen dollars to get a few thousand dollars worth of software is quite the value.
> I don't know the parent poster either but if your LLM product is generating $10k/month, your moat is really weak and you'll probably shut the f* up because your only moat is obscurity. Why risk that?
It sounds like they are doing productized consulting, so the relationship is the moat.
