When AI's Music Stops

like I think VCs are already feeling kneel lab fatigue but at the same time I don't think the broader market has fully priced in like later stage anything it's just still like straight hype and so when I think it's gonna happen actually there's a couple things I think there's like five things that could happen but increasingly as it's reported that opening eye and

entropic might go public in the next like six to twelve months my sense is as soon as there's lockups end after the six months people sell and they kind of go into just like regular public markets scrutiny then that's when I think like a little bit of the music stops because the investors

public market investors are not VCs and they're just gonna keep looking at saying like so this thing loses