I don’t think it’s a bubble yet. I think it’s very real and very early. Yes, most AI startups will fail and have little to no revenue just like how most software startups were prior to the AI boom. That hasn’t changed.
But we are so early in the LLM era. Hell, Slack hasn’t even added an LLM for chat histories, which is something I desperately want. AI agents are just starting. Scaling law hasn’t stopped.
There are a ton of use cases where I think LLMs are extremely helpful but we are bottlenecked by inference speeds and context size. Both of which are rapidly improving. There will come a break point where models are cheap, capable, and fast. We are not there yet. It’s really freaking early.
Expecting AI companies to generate massive amounts of revenue now is silly. Most of them will fail. But some of them will be absolutely gigantic.
But we are so early in the LLM era. Hell, Slack hasn’t even added an LLM for chat histories, which is something I desperately want. AI agents are just starting. Scaling law hasn’t stopped.
There are a ton of use cases where I think LLMs are extremely helpful but we are bottlenecked by inference speeds and context size. Both of which are rapidly improving. There will come a break point where models are cheap, capable, and fast. We are not there yet. It’s really freaking early.
Expecting AI companies to generate massive amounts of revenue now is silly. Most of them will fail. But some of them will be absolutely gigantic.