I'd be curious to see stats on overlap among startups by batch historically. My impression is that this has always been a thing. Based on where the market/technology horizon currently is, there are some buckets that are very "startup shaped". Founders who are iterating on ideas using similar criteria will often end up in the same proximity, especially in an accelerator environment. But it would be extremely interesting to see if this has become more prevalent over time, or at least since the explosion in the AI market.
replyIt is also funny to see folks and friends of the startup commenting and trying to boost this post which is against the guidelines, but thats ok.
replyhahaha, I suppose it is becoming a bit like hunger games, haha.
I was genuinely surprised to see how much overlap there was in the batch across startups.
replyYeah its a race to the bottom as ai can vibe code any infra now
replyhahaha, I think it's the same thing as what's happening with LLMs and token cost.
replyBruh, that's lack of understanding and insight as well as naivety. It is not a race to the bottom. LLM is the winner-takes-all market. Competitors are pricing against each other to come out on top.
replyOnce there is a winner, there will be a price correction.
In your case, positioning yourself as a cheap provider is inherently a bad idea.
> Once there is a winner, there will be a price correction.
replyOnly if there is some form of lock in or the others go out of business. Both of those are low probability. I'd put a friendly wager on the (lack of) increase of token costs in the next 2 years.
It is the first one that everyone in the space is hoping for. When I say "winner takes it all," I am talking from a company's perspective. It is going to be cola vs. Pepsi. Either company chooses cola or Pepsi as their vendor and not both. I believe there will be a duopoly in the models.
replyThis hasn't happened in the sandbox space though. For example Modal was early to it, and yet you see Daytona, E2b and many others doing quite well.
replyThe switching cost is not trivial unlike LLMs