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Home Everyone Wants to Build AI Apps — I’m Betting on What Powers Them. Here’s Why.

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Everyone Wants to Build AI Apps — I’m Betting on What Powers Them. Here’s Why.

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October 5, 2026

Everyone Wants to Build AI Apps — I’m Betting on What Powers Them. Here’s Why.

Everyone Wants to Build AI Apps — I’m Betting on What Powers Them. Here’s Why.

Here’s why I’m betting on the picks and shovels of AI, not the apps.

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Updated October 05, 2026

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