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The author believes the AI startup bubble is bigger than crypto, and that most 'AI agent' products are just...

The author believes the AI startup bubble is bigger than crypto, and that most 'AI agent' products are just wrappers around existing LLMs like Claude and GPT, with the real moat being distribution rather than technology, and that when API prices drop, many of these companies will struggle.

Updated: 3/8/2026

Hot take: The AI startup bubble is bigger than crypto. Every "AI agent" product I see is just a wrapper around Claude or GPT APIs with a slightly different UI. The real moat is distribution, not technology. When the API prices drop (they will), most of these companies will have Source: https://x.com/k_dot_node/status/2029397157632197075

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