the bubble isnt in AI itself its in the thousands of startups that are just a wrapper around an API call. The moment OpenAI or Anthropic adds that feature natively they're dead

the companies with real moats (proprietary data, network effects, deep domain integration) will be fine. The ones charging $20/month for a nice UI on top of GPT wont survive the next price cut, but that's just my opinion.

Those AI wrappers are going to survive longer than the AI providers as their moat got commoditized.

[dead]