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mysterious guy • 2m

💀 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.

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