Comment by playorizaya

Definitely answers why FAANG is so seemingly uninnovative, while long game, they end up being the most, but DeepSeek? Anthropic? OpenAI? You really believe they will continue to deliver?

If models have peaked, have pure AI companies also peaked? How else can they differentiate?

When I said "a $1B fund should throw money at AI startups" I really just mean any startup (with a viable business model ofc don't get carried away!).

The AI part is now automatic, every company is an AI company now.