We're still early to AI

The infrastructure isn't built yet. The moats aren't dug. The real winners haven't even launched.

Most people are chasing hype tokens while the actual AI revolution is just getting started. Think about it:

• AI agents barely work in production

• Data layers are still primitive

• Compute networks are fragmented

• Nobody's solved the oracle problem for AI

The next 12-24 months will separate the builders from the tourists. Position accordingly.