AI Early Market Overheating: Top Firms Boom but Infra Gets Crowded
JohnnyNi13 · x · 2026-08-12
The author points out that amid the revenue boom of leaders like OpenAI and Anthropic, the early-stage AI investment market has become severely overheated.
- Infra Homogenization: Obvious opportunities at the infrastructure layer have been competed away, yet VC exuberance for copycats continues, pricing companies beyond perfect execution.
- Future Catalysts: This animal spirit is unlikely to calm down without either a sharp market correction or a new 'ChatGPT moment' at the intersection of AI x Real World (robotics, life sciences, etc.).
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