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Hype cycles have downsides no one is arguing about, but they don’t seem avoidable so I try to focus on the fact a bunch of people are going to get subsidized long enough to pivot to something durable and positive.

Even after you strip off the 80% “and then LangChain connects to a different API” stuff, this technology is still massive and it’s here to stay.

Tuning up a bunch of bright founders on some really highly leveraged ways of looking at problems? At some VC’s expense?

It could be worse.



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