I wonder what % of YC W23 startups will have to pivot because of GitHub Copilot X and ChatGPT plugins?

Growing conviction that AI will be a sustaining technology vs. disruptive technology. Hugely important, but less likely to create new startup unicorns.

unicorns are created when a startup figures new equation/dcf for an emerging value transfer at scale. fb did that and no mba intern could model it that year. today all Harvard mba interns dcf model a social n/w, marketplace. tldr, models well understood. B2B et al more like soap business than tech/disruption today

this is why I believe we’ve not even gotten closer to seeing true unicorns+ in crypto. we have early models, not at scale and not widely accepted. value still being figured. will change over decade