BREAKING
AI Winners Won't Sell AI
App Value Dwarfs Infrastructure
Web infra
400
Web apps
3100
Mobile infra
700
Mobile apps
3700
Model Layer Getting Commoditized
0
M
Triumph ARR
0
M
Ritten ARR
0
M
Flow GPT ARR
Local Models Close the Gap
1
18-24 mo gap
↓
2
~6 mo today
↓
3
~3 mo by 2027
Bet on Apps, Not AI Labels
AI NEWS BLITZ
Goodwater co-founder says the real AI winners won't be the ones selling AI.