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mysterious guy • 5m

💀 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 🌝 • 5m

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

Account Deleted

Hey I am on Medial • 5m

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

Anonymous 1

Hey I am on Medial • 5m

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

Abhishek Kumar

Hey I am on Medial • 5m

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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