[slap_shot]

It's plausible that a handful of these new startups can define themselves as the next generation software of their industry, but I'm not sure many of these startups will make out of the "Tug-of-War valley" as the article describes.

I'm amazed at the amount of seed deals being done around "X with AI" where X is an established area of software.

The bet is that a new startup will be able to deliver a better product than the incumbent players (often established companies with large adoption and distribution).

Of the many I've looked at, the hurdle the startups will have to clear seems to be massive compared to the incumbents being able to build these "AI powered" features.