[jaggederest]

> companies building AI developer tools.

There it is, that's where you want to be - selling shovels during the gold rush.

[stagger87]

The only one selling shovels is nvidia.

[jerrygenser]

They are selling wood and metal to make shovels, which is substrate.

There are shovel sellers which are making tools.

Then there are application makers that end users see that are made with shovels.