Jul. 27 at 7:41 AM
The first wave rewarded companies building chips and foundation models. The next wave could be companies that actually turn AI into products people use every day. We're starting to see AI move beyond chatbots into gaming, live streaming, entertainment, robotics, and autonomous driving.
$HUYA new VAM 1.0, designed for live, real-time interaction inside a platform that already has years of gaming and streaming data. If AI creators and virtual hosts become mainstream, companies with existing distribution could have a head start over those still searching for product-market fit.
$NVDA $TSLA $GOOG