The AI Investment Boom

It feels like there’s a big gap in this discussion. The focus is almost entirely on GPU and hardware investment, which is undeniably driving a lot of the current AI boom. But what’s missing is any mention of the software side and the significant VC investment going into AI-driven platforms, tools, and applications. This story could be more accurately titled ‘The GPU Investment Boom’ given how heavily it leans into the hardware conversation. Software investment deserves equal attention

Regarding software, one thing I've noticed looking at YC and Product Hunt these days is that pretty much all the software being hyped now is "AI Powered...something".

I find it quite annoying because for every company that is doing something where AI would actually be useful, there are 10 that are shoving it into their existing app in some capacity to make their software "AI Powered". A perfect example of this is my company recently evaluated Zenhub. Their sales team was very eager to point out that their app was using AI though when we actually looked, all it did was generate story descriptions from a prompt, the most basic of AI integrations.

AI is very useful but my god not everything needs to have it baked in.

I am eagerly waiting for my Dishwasher, Washing machine, Smart TV, electric stove and everything household electronics becomes AI powered. At least my phillips Hue does not yet have an AI and I am very happy about it.

Honorable mention to the IoT, SmartHome, ConnectedHome and other old hypes which we all forgot. May be, SmartHome will become an actual reality, if we can somehow get the LLMs to make autonomous decisions to keep a house maintained and comfy.