4 years ago, I started looking for Generative AI companies to back or help start given this curve. As more people outside of the core AI community woke up to this opportunity, or researchers and engineers from the main labs left to start new companies in AI, the world of AI became murkier. Beyond models, other things that may prevent adoption of generative AI in a market may include:Go-to-market, buying behavior & competition . AI Roll UpsI have been talking about, and investing in, generative AI driven roll ups for 3 years or so. Summary - AI markets have crystalizedAI markets are now the clearest they have been in a few years.