Yes, you can see the insanely accelerated pace of bankruptcies or "strategic realignments" among AI startups.

I think it's just game theory in play and we can do nothing but watch it play out. The "up side" is insane, potentially unlimited. The price is high, but so is the potential reward. By the rules of the game, you have to play. There is no other move you can make. No one knows the odds, but we know the potential reward. You could be the next T company easy. You could realistically go from startup -> 1 Trillion in less than a year if you are right.

We need to give this time to play itself out. The "odds" will eventually be better estimated and it'll affect investment. In the mean time, just give your VC Google's, Microsoft's, or AWS's direct deposit info. It's easier that way.