Is there an AI coding bubble? Plus Meta's new SlopTok product, Neon's divisive app shuts down, and more | E2184

When founders see a big tam and competition this rabid, should that push them away from building that space or should it draw them towards building to that space? You should be drawn to going into that space. If a lot of people find a great beach to surf, um, you probably want to surf that beach, right? Because it could get better and better and people could be underestimating the TAM. So if I told you when Sidecar and Lyft were battling it out for ride sharing, should Uber join the race?

Yeah, they should. Um, if I told you before XI had released an LLM and ChatGPT and Claude had and Gemini had run away with it, should XAI jump into the race? Uh, you might say, no, it's too late. It's never too late. Somebody could start an LLM right now.

I know that sounds crazy, but uh, you know, if all of a sudden Apple decided this is strategic for us, let's put a hundred billion dollars into it and let's double the offers everybody else have and let's find a way to put this on every iPhone and we'll design the entire iPhone around the idea of it being an H100. Like and the idea of building an H100 competitor and competing with NVIDIA. Okay, it sounds crazy, but if there's a big market, there's always going to be room for innovation. This week in Startups is brought to you by AlphaSense.

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