I’ll be honest — one thing that makes me cautious about AI is how quickly advantages disappear.
A model gets better.
A few months later, everyone has something similar.
A tool becomes popular.
Then ten alternatives appear.
The cycle is getting faster.
That’s why I’ve started looking less at capabilities and more at positioning.
Where does a project sit once the technology becomes common?
Because eventually most AI infrastructure will be competing against other AI infrastructure.
And when that happens, distribution, integrations, and ecosystem relationships start mattering more than raw performance.
That’s partly why I keep an eye on $GENIUS .
Not because I think technology stops mattering.
But because technology rarely stays unique forever.
The harder thing to replicate is becoming part of how an ecosystem operates.
Still early.
But I think the biggest risk in AI isn’t building something useful.
It’s building something useful that nobody becomes dependent on.