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jgord | 3 months ago
BUT I think the bottleneck is _funding_ of small early risky startups to do the needed engineering work.
My notes on this : https://quantblog.wordpress.com/2025/10/29/digital-twins-the...
LLMs, GPU datacenters attract all the big money, and the med and small VCs seem to be leaving their money in the bank earning high interest rates, unless there is a slam dunk opportunity with guaranteed traction and MRR growth.
We seem to be betting that only the large companies will innovate, when historically this has not been the case - Deepseek is a recent counterexample.
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