In this shovel rush, even the shovel factory makers (OpenAI) are not sustainable, and the shovel factory factory makers (NVidia) are doing well. Ironically the

In this shovel rush, even the shovel factory makers (OpenAI) are not sustainable, and the shovel factory factory makers (NVidia) are doing well. Ironically the "gold" is with all the boring companies on the consumer side of the AI.