My cofounder and I are working on a way to add ads into genai products but we didnt plan on a complete bubble pop so we're trying to figure out if it'll harm us. https://github.com/atheon-inc
A discussion?
https://news.ycombinator.com/item?id=44981253
How many of them do you think will be around in a year or have a successful exit?
As far as you idea of adding ads to a gen AI products, what customer are you targeting and why should any company use your potential product instead of just doing something in house?
What is your “unfair advantage”?
If we really have hit the Trough of Disillusionment then the next thing us the Slope of Enlightenment [1].
Thats when people figure out how to actually make it work.
In terms of opportunity and £££ what matters is the area under the curve.
The .com bubble of the 1990's would be a good model.
The hype cycle is real, and there will be, as there was with railroad construction in the 1800s, overshoot of production. Unlike with railroads however, demand will meet supply, and just eat up the compute that's available, voraciously.
The profit margins will likely be lower for the suppliers, and higher for those using AI to build things, in the long run, if they satisfy an actual market need.