[Blackstrat]

Another concern is how to weather the AI bubble. Right now, everyone going all in on "AI" reminds me of the 90s when companies like Exodus Communications, Level 3 Communications and others built out heavily only to see it all evaporate. Yes, eventually what these companies were doing became the cloud but none of them are active participants. I would argue that before jumping into reliance on current AI trends that one evaluate where on the Technology Adoption Curve that the industry is. I suspect we're still at the Early Adopter phase and the build out is based on a bit of irrational exuberance. Couple that with the growing backlash against new AI data centers and depending on current trends seems exceedingly risky. Everyone argued in the 90s that "it was different this time" as they are arguing today. It's not. It rarely is. Go back and read the history of the PC starting with Apple and moving into the 80s Compare that to today's market. Same with the emergence of the Internet. Where are companies like Prodigy, Compuserve, or the incubators such as CMGI. Sometimes people have ideas and can ride technology waves and make huge money. But at the end of the day, that's far rarer than "having a good idea".

https://www.computer.org/csdl/magazine/co/2026/05/11503360/2...

[Mnexium]

Insanely difficult and borderline idiotic to ignore what you've stated. Difficult to know where we are on the curve and what will happen next.

I think there are a lot of similarities and parallels to those times happening now, maybe even more with more money and investment depending on it and expanding.

There are a lot of arguments to made on both sides. I guess the one i'd lean on is "Do we not build Amazon, Google and FB b/c dot com happened?" and the companies that I'm trying to build inspired by those guys.

[Blackstrat]

I'm not trying to discourage innovation. Your idea seemed to be based on an infrastructure solution to current technology. Perhaps I misinterpreted. And as a starting point, it may be a good venture. However, I would be looking for the next wave of opportunities to capitalize on. Obviously, Google succeeded Yahoo. Facebook succeeded the various bulletin board systems like Compuserve/AOL/Prodigy (though I still preferred the Usenet days). Amazon set out to be the Walmart of the web. While I doubt any of these companies will go away, they will become less significant over time. The high flyers today will eventually face significant competition or government action/regulation, though Palantir may get an pass. I had the privilege of working on two major industry changing projects, and though they weren't my ideas, they were still a rush. And code I wrote 30+ years ago that is still in operation. That's something many people never get to experience. I wish you luck. Just keep your eyes on the industry as much as the technology and be prepared to pivot. I hope you wind up with mountains of cash.

[Mnexium]

Appreciate and grateful for your kind words :) Happy to hear of your success as an example of what makes this industry motivating.

You are correct my idea is infrastructure atop of current LLM technologies. Competitors exist and it may be that the LLM providers provide their own solution(s) as they have unlimited resources. I will be the first to admit that it is not "ground breaking" but rather boring but useful. I think personally if I have one success I can look at broader trends, but there is a real fear of the unknown.

I am curious on your opinion coming for government regulation just because it does not seem to be happening. I'd love to invest in the cloud companies (AWS, Azure, GCP etc) without being exposed to the broader business.

[Blackstrat]

The one thing about government regulation is that it is slow moving, both in initiation and resolution. In my career, there were the ATT, IBM, and Microsoft antitrust cases, all of which took years. In many cases, the market resolves the issue before the government does. The FTC as well as several states are going after Amazon currently, though it's not getting a lot of media coverage. Amazon will likely take a hit comparable to ATT in the 80s, e.g., the divestiture of the Bell system and Bell Labs. I wouldn't be surprised to see Facebook go out of business. The social media addiction lawsuits are proliferating and they've already lost in New Mexico at the state level. The AI companies are just beginning to draw attention, mostly at the state level. The federal government thus far has been slow and inconsistent. Throw in the use of copyrighted material for AI training data and the likelihood of politicians jumping on the bandwagon is high. Already, entertainment figures, authors, publishing houses, etc. are suing. I doubt companies continue to survive these lawsuits under fair use doctrine. And it's hard to see how Google, Microsoft, and others ultimately win any lawsuits that involve using private data to train AIs (despite their denials), e.g., GMail, GitHub, etc. This doesn't even touch the use of images and voices, which AI companies are routinely using as training data. All of this is chum in the water for politicians, regulators, and lawyers who can't resist grandstanding for media attention, regardless of the facts or outcome. As for the cloud itself? I suspect we'll see more pullback by companies using the cloud in the coming years as cyber attacks, outages, costs, etc begin to pile up, and risk premiums exceed cost savings for select industries, e.g., medical and insurance firms. Already you see a few companies popping up to support a move from the cloud. Will it happen? I have no idea. The bottom line, by all means, push your idea to the limit. Just don't lose sight of the fact that it's less a technical issue and more an environment/trends issue. Best of luck.

[Mnexium]

I do see glimpses of lawsuits here and there on these guys. They all seem to just be flybys on the news to never appear again. Maybe something is happening and the resolution doesn't make the headline.

I think Facebook has been a shell of a useful company for a long time. Maybe some value in Instagram but I don't quite see it. It does seem like the AI companies are beginning to become unfavorable, with that being said, unsure how much of this is geopolitics where this is less of an issue with China and competing with China. I dont think I see the current administration/government doing anything.

Appreciate the message - I'd like to take the necessary steps to push my idea forward. In the ocean of everything AI, this idea is a single celled organism.