It's important for citizens to understand the relative strengths and weaknesses of the Canadian and US economy before they decide that the country needs a 'deal'. I've brought together a bunch of background info that I haven't heard much of from the legacy media. I think it suggests Canada is doing a whole lot better than America right now. https://billhulet.substack.com/p/my-hot-take-on-the-current-trade
This isn't really a matter of killer apps. It's a general purpose technology. And, to be clear, Cohere is a good business and they're doing well focusing on enterprise. I'm not knocking them. Still, they're on a similar timeline to profitability as Anthropic, at wildly different scale. Cohere was around $250M ARR last year. Anthropic is on track for something like $60B ARR this year and $140B ARR next year. The idea that profitability isn't there is just wrong. And that's just the model providers, but if you look at Cohere's business model that has enterprises invest in sourcing their own instead of getting inference from Cohere, who are they getting the compute from? They're either buying GPUs/TPUs made by a US tech giant, or they're renting compute from a US tech giant, or if they're actually renting compute from a Canadian tech giant then that tech giant is buying GPUs/TPUSls from a US tech giant. No matter how you slice it, US tech is winning.