A tweet thread about where the value lives in the world of AI.

· Bits and Bobs 4/27/26
  • A tweet thread about where the value lives in the world of AI.
    • "For 2 years, startups and VCs subscribed to the herd delusion that if you weren't doing deep model training, you were an indefensible "GPT wrapper".
    • The herd ran in the exact wrong direction--raising unnecessarily large rounds to develop worthless assets."