Who Will Survive the AI Bubble?

I do think we're in an AI bubble. You can see the fragility. Everybody can see the fragility.The thing that I think is more interesting is who's going to survive the bubble. Consumers of compute benefit from a bubble because if we overproduce compute, prices go down, your COGS goes down, and your gross margin goes up. The lesson that punches you in the stomach in venture is you can't make a company succeed.How would you respond to Sequoia were asleep at the wheel when it came to defense not being in Helsing ...