AI bubble
The growth is slowing down.
We are lacking data for training.
Every day, I get a new email saying "we have updated our terms and conditions".
Data, data, data. We need to store more of your data... To improve our model.
The top wrappers are becoming less searched.
New wrappers' life cycle is shorter than ever.
A day at the top. A few days in, it's taken over by a new hype machine.
Things are settling down.
Few remain at the top: Google is probably winning the long game. Claude will dominate the coding.
The value was always in the foundational model and niche products.
Start-ups might move away from AI first.
AI is chaotic, but it seems it's settling, as if we are making sense of it all.