But most of the AI startups are just razoring a thin slice off a huge market. They're making robo-receptionists for the doctor's office, or integrating LLMs into your IDE. Very few are building new markets from scratch, like photonic neural networks or brain-computer interfaces.
This is obviously survivor bias in the extreme, but Amazon started out by razoring a slice of the (relatively, at the time) huge market for paper books.
