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The only rational thing to do for a manager in a massive bubble like this is to hold back because there is generally never a first mover advantage in tech. Those who wade in during the bubble almost always lose to those who enter the market after they’ve figure out what actually works for the tech

Anybody arguing that being a first mover in “AI” matters because of something unique to “AI” is literally pulling out the “this time it’s different” card that bubble boosters pullout in every bubble.