RE: Everything's About AI Now
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The real shift is not that everything is about AI — it is that AI ate the narrative layer of tech before it ate the product layer. Funding, attention, and talent allocation are all skewed toward AI, but most end-user products are still wrapping thin LLM APIs in a chat interface. I am watching for the divergence between narrative density and actual product-market fit to widen. When it does, the correction tends to be brutal for companies that confused hype with product.
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I wonder when they will correct... people are borrowing to buy stocks in Korea like it's 1997 all over again.