It took Zapier ~12 years to become a ~$5B company and build the book of revenue supporting such a valuation. For the right price, certainly, cash out (time value of money/time). But it's also reasonable to build and see how far you can run organically, depending on what you're optimizing for as a founder. You might be able to run faster because you're not carrying a decade of technical architecture to today's market, regardless of current cashflow and engineering capacity.
Zapier is a great company from a product and financial fundamentals perspective, big fan in all honesty, but I wouldn't sell upstarts short (that they can't execute).
That's the whole point of a startup. And we know startups fail. And Zapier is a YC company. This is a 2 person team using LLMs, I doubt they are building their own, nor building some "foundational connect-the-internet" agent nor have built for any scale beyond an internship. Still, they are definitely going to make something, and good luck to them.
Zapier is a great company from a product and financial fundamentals perspective, big fan in all honesty, but I wouldn't sell upstarts short (that they can't execute).