Investor: AI Today Feels Like 2021 DeFi — Doubt Benchmarks Until It Ships

subinium · x · 2026-10-08

An investor argues today's AI landscape mirrors 2021 DeFi: slop mixed with real innovation, ever-bigger rounds and valuations, and plenty that pretends to work but doesn't. His advice: doubt benchmarks and experts until you've used the product and it actually ships. Still, he believes AI can go much further than crypto and it's a good time to do the research and engineering that makes it the future, not a bubble.

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