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mysterious guy • 1m

💀 99% of AI Startups Will Die by 2026 – Here's Why 1. LLM Wrappers ≠ Real Products Most AI startups are just pretty UIs over OpenAI’s API. No real backend. No IP. No moat. They're charging ₹4,000/month for workflows that cost ₹300 if done directly through ChatGPT. 2. OpenAI Is More Fragile Than It Looks Everyone builds on OpenAI. But OpenAI relies on wrappers for distribution. If wrappers die, OpenAI loses reach and revenue. It’s a codependent loop. 3. Microsoft Owns the Pipes OpenAI runs entirely on Azure. Microsoft controls infra and distribution (through Copilot in Office). If OpenAI ever leaves, they lose scale. 4. NVIDIA Is the Real King Everything — ChatGPT, Claude, Gemini — runs on NVIDIA chips. Training, inference, everything. If NVIDIA falters, the whole ecosystem stalls. 5. The Risk Isn’t Just Failure — It’s Fragility GPU shortages, regulatory crackdowns, or a paradigm shift could instantly break the AI economy. Most AI startups are one API tweak or cost spike away from collapse. 6. Survivors Will Build Moats Startups that survive will: Own the user Build custom infra Reduce model dependence Have real switching costs Right now, most are just renting intelligence and selling UI. And in gold rushes like this, the ones who win aren't the miners. They're the ones selling shovels.

4 Replies

Replies (4)

Siddharth K Nair

Thatmoonemojiguy 🌝 • 1m

🌝 ur absolutely right most are now renting ai and selling ui !!

Chamarti Sreekar

Passionate about Pos... • 1m

that is bound to happen , ai bubble like .com bubble

Anonymous 1

Hey I am on Medial • 1m

Makes sense. It’s all over like internet boom again.

Abhishek Kumar

Hey I am on Medial • 1m

A post created from observing hype is hype at best. Real Information: * The real king is ASML holdings and other lithography companies. * Local AIs which run on consumer hardware is where this is going. Microsoft already made 1 bit LLM to test run this. Yes microsoft is far ahead. * Open AI is investing in hardware, why? they want local consumer grade devices built which runs these LLMs * For heavy lifting we will use google AI Frontier models

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AI that runs in slides = hype. AI that runs in production = Codestam. Real agents. Real output. Zero noise

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Microsoft is competing against it's closest AI partner OpenAI. What do you guys think about the future of OpenAI under the Microsoft's dominance?

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Codlur
•

YouTube • 1m

SaaS feels dead. Everyone's building: – AI wrappers – Health trackers – Notion clones – Tweet writers No real innovation. Just prettier UIs and faster wrappers. Shipping ≠ solving. We're stuck in the iteration era.

5 Replies

AjayEdupuganti

Hey I am on Medial • 1y

Microsoft (OpenAI) + Nvidia vs Google + Apple. Edge AI refers to computing on your device, as opposed to the cloud. The first company to successfully implement this could capture a significant market share. The key players are expected to be Micro

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Pranav Kshirsagar

Working On Idea 💡💡 • 3m

Do you think the market is just flooded with Ai wrappers there are only 4-5 startups that have the original technology??

7 Replies

Account Deleted

Hey I am on Medial • 5m

The Stargate Project : The Stargate Project is investing $500 billion over four years to build AI infrastructure for OpenAI in the U.S., starting with $100 billion. This initiative will bolster American AI leadership, create hundreds of thousands o

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Sandeep Prasad

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🔥 Hot AI News Alert: NVIDIA Becomes World's Most Valuable Company! 💥💰 🚀 NVIDIA just overtook Microsoft to become the #1 most valuable company on Earth! 😱🌍 Market cap? A mind-blowing $3.34 TRILLION+ 💸💸💸 Why? One word: AI. 🤖 NVIDIA isn't ju