[B56c]

The challenge isn't just to generate revenue, but to generate a TON of revenue that justifies the massive investments these companies are making. It's not obvious to me that any of these products are going to be as successful as the market needs them to be.

[whimsicalism]

The massive capital investments are mostly coming from companies that are going to be selling these as services, so not necessarily the product builders themselves. I think there will be a lot of products finding revenue coming.