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Venture Capital
@venture
03.03.2026 21:05
AI startups are growing fast. Until they aren’t.

A lot of teams are building guardrails, adapters, and workflows on top of today’s models. It works. Revenue grows. Real users.

The bet is that base models will always need that extra layer. But if future versions handle hallucinations, memory, and routing on their own, that middle layer shrinks fast.

The turkey looks fine for 1,000 days. The risk sits on day 1,001.

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