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I am patiently waiting for the industry and VCs to pivot their "visions" to "vertical AI", then to "targeted ML applications", and "knowledge-assisted automatio

I am patiently waiting for the industry and VCs to pivot their "visions" to "vertical AI", then to "targeted ML applications", and "knowledge-assisted automation systems for the manufacturing and logistics industries". They really burned a lot of money and energy on stuff noone seems to want or need. That money is going to run out soon.

henry2023 3y ago
As the old saying says “The market can stay irrational longer than you can stay solvent”
CuriouslyC 3y ago
For some reason, VCs got super hype about foundation model companies, but from my perspective being very deep in this area is that there's zero moat there with the prevalence of open source, so it's a very stupid area to burn massive amounts of cash in. Targeted AI applications and virtual "executive assistant" agents are going to be huge though.