The dust has settled on the AI goldrush. What startups are succeeding?

There must be tens of thousands of companies that started or pivoted to AI in the past 12 months.

Many of them are doing stuff that has no moat at all.

Many, perhaps most of them are already giving up?

I wonder what is working, which AI companies are getting a foothold?

Why do you say it has settled?

Settled a bit.