Investors are now more willing to fund AI-driven companies that compete with established players like Salesforce, indicating a significant shift in the market landscape.

The current AI landscape doesn't show signs of a bubble yet, as there aren't many companies going public without intrinsic value.

The AI landscape is different from the past because the primary investors are established cloud companies with strong financial backing, reducing the risk of a market crash similar to the fiber glut.

Many potential AI projects exist, but outside of consumer software, few have the scale to apply a single piece of software to a billion users, making it challenging to generate similar financial value.

AI is driving unprecedented growth in startups, allowing small teams to achieve significant revenue milestones quickly, sometimes reaching $10 million a year within 12 months.

The current AI boom is enabling startups to generate real recurring revenue by providing software solutions to legitimate businesses, contrasting with previous crypto ventures that often lacked tangible use cases.

OpenAI's recent $6.6 billion funding round indicates that AI models are becoming increasingly capital intensive, with future models expected to be orders of magnitude larger than current ones.

The current AI hype cycle is unique because both the startup world and public stock market are heavily influenced by AI, with major gains coming from big tech companies.

The competition in AI is fierce, with established companies often overshadowing new entrants, making it crucial for startups to find unique niches.