Yet there is little "AI" specific in this AI infrastructure startup challenge: 1) insane levels of competition towards any goal make relavant minor, secondary,

Yet there is little "AI" specific in this AI infrastructure startup challenge: 1) insane levels of competition towards any goal make relavant minor, secondary, traits that are not obvious before hand. Pure luck becomes more important. 2) excess market concentration (of which the tech sector is maybe the most egregious example) makes any new initiative harder. The more dominant and controlling the incumbents the harder to find a decent sized niche to grow. 3) selling to risk averse enterprizes / organizations is always an uphill battle that requires climbing a mountain of bureaucracy and regulation, only to eventually face random internal politics. In the end the current craze will certainly produce a modified tech landscape. These recurring hypes always overpromise and underdeliver, but a cumulative effect is slowly happening. In such stormy seas its hard to identify an optimal course and strategy. Riding every hype wave may sound silly but might work. On the other extreme, one may seek beacons indicating eventual stable land and try to navigate there. Good luck