After noting that vector database Chroma's cloud product is shutting down as it joins Replit, Falconer says vector search became a feature of many databases and uses it to explain why single-feature AI companies struggle.
…kind of shrunk down on them. And I think this has been the consequence of it for many of them. I think the existing, it was easier for the existing databases to kind of pick up the feature than it was for some of the dedicated vector databases to really carve out the market and continue to grow.
Yeah. And Chroma's cloud offering will shut down with this. And yeah, so it's just sort of technology, I mean, the open source, but it kind of rolled into Replit and the sort of remaining team. Moving over there as well.
I think this is, I think I mentioned this in a prior SED news too, where I think that just because things are moving so quickly, there are a lot of these kind of moment in time products that will in companies that will grow. They seem like great businesses for some period of time, but then they get essentially eaten up by other product areas. I think it's very hard to have a company that kind of is a feature at this point because it either needs to grow into a platform, which some of them might, or it ends up getting eaten up by the existing platforms.
Yeah. And like sort of hyper example of growing into a platform, at least at the moment, is Vercel, who just seemed to be releasing, you know, product after product, clearly pivoting far away from the roots of where the front end, you know, to your back end somewhere else. And basically, they're…
I think they probably saw like where the market was going and there was less of a moat around their original set of capabilities.
Definitely.