I keep hearing that Dario’s style comes off as extremely stubborn, arrogant and condescending
In all video appearances that I have seen, Dario clearly looks like a weirdo. I would probably love the guy in person, but I also know that many people just don’t love that kind of thing, and I’d guess Dario just blurts out things and doesn’t control his face as much as normies, nevermind people adept to negotiation and politics.
Hypothesis I am not confident about: maybe Silicon Valley usage is a big slice of the cake, but it’s stable because efficient power users keep agents running at night or do shifts to manage them? And so the variation in demand is driven by non-power-users like employees at non-tech companies.