I visited the Bay Area again after a year for another round of talks and visits. The AI boom is entering its third year. In some ways, that is young. To compare, the mobile boom at three years had yet to see the iPhone 4. The App Store was just taking off. Year three for the AI Boom feels different. It feels like things are becoming for sure. Certain assumptions and feelings are locking in. At the same time, the OpenAI dream has fired up a new generation of builders. And for that reason, I think Silicon Valley is more exciting than it has been for many years. As always, this write-up is all about vibes. No data. But the thing to realize is that we must embrace the vibes. Since that’s how things seem to operate nowadays.
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