AI cycle is entering its late-crypto stage: only top labs survive, rest become GPU plays
AIFlow_ML · x · 2026-10-27
beffjezos argues the AI cycle is entering a stage akin to late-stage crypto: alt-coin-era neolabs become irrelevant except the top 3-4, and most AI startups turn into 'BTC reserves' — GPU neoclouds offering inference. He hopes this cycle fares better than crypto; a replier quips there will at least be fewer scammers.
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