... chip supply chain runs through them, regardless of who wins the model race), and Nvidia are the more "obvious but still underpriced relative to trajectory" bets most people point to. The harder question is picking the picks-and-shovels plays before everyone else does infrastructure/chip/cloud companies tend to be less hyped than the flashy AI-native names but often have steadier long-term upside. Comment from Nika(@busmark_w_nika): @sunny_k_singh  It is hard to predict what ...

... Gowtham Shankar(@gowthamshankar): I m a developer, so I try to keep my subscriptions focused only tools that help me ship faster or stay mentally organized. My current paid stack: ChatGPT (daily dev + writing help) Cursor AI (love the VS Code-like AI experience) ClickUp (lightweight project tracking for solo/small teams) Framer (super quick for landing pages) Notion AI (for async docs with my remote team) Before subscribing, I always ask: Will this save me time or cognitive load? Will ... ... saved time thanks to LegalAI, the buying is definitely beneficial for them. Need to think about the parameters for deciding it's worth or not. Comment from Wesley Liaw(@wesley_liaw): Seems the biggest business model is selling shovels

... example (UI/UX wise) But struggle to get people paying anything. On top of that if you share your hard work online most people are very hostile towards you (ex. reddit, twitter) because the media has portrait tech founders like shovelling money in their bank vaults. We should probably have a founder only social network where VC funded startups are not allowed :D Comment from Tasos V(@cryptosymposium): @andres_vlaeminck  makes sense. I had 1% with my latest product ...

... thing that came to my mind is that it would be nice to diversify your stock portfolio and not have everything in NVIDIA. Comment from Stephen Chow(@growth_journal): It seems the real winners are the "picks and shovels" players. Everyone depends on TSMC to make chips, whether that's Nvidia GPUs or Magic 7's ASICs, and TSMC s key suppliers like Lam Research and ASML benefit as well. Shortly, the cost of AI inference will drop rapidly ...

... mentioned him. I find it interesting that a big part of Marc s success comes from ShipFast and CodeFast, essentially a course on how to build and launch profitable apps. It reminds me a bit of the selling the shovels approach, where instead of just building, you also teach others how to do it. That being said, I totally respect it. He s built a strong brand, and I still find his journey really inspiring. I find it fascinating ...

... Cursor becoming the quickest app in history to $100M . But broadly, I think that means the winners here will be Open AI/Meta/Amazon/Nvidia/Google/Microsoft as they're the funnel for ad-spend/compute and are broadly turning into the picks and shovels for the next generation of software. Some other stuff I think about: How do ads get integrated into LLMs? Is this another $T of market cap for someone or a non-starter? How does everyone becoming 10x more productive impact ...