OpenAI Is the Next Pets.com. Here’s Who Actually Wins the AI War.
The AI revolution is real, but the companies leading the charge are sitting on a speculative bubble bigger than the dotcom crash. While LLMs are here to stay, high-profile AI labs like OpenAI have zero defensible moats against cheap, open-source alternatives. The real winners of the AI era won’t be the flashy startups—it will be the boring infrastructure and commodity providers no one is betting on.