Pay attention to the AI company shakeout
Oct 19, 20261 min read
ay attention: as consumer-play AI companies like Character.ai (who filed for bankruptcy after ~5 years) are winnowed out, watch for AI startups to pivot toward the enterprise, or abandon their own stacks in favor of companies chasing the enterprise like Anthropic or OpenAI, who have the focus, innovation, and scale, to succeed.
It's a familiar story.
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