The AI revolution is gaining traction, but there's also a risk of over-hype surrounding its capabilities. Plushcap believes that 70-80% of AI startups may not survive, but those that do will be revolutionary. As AI becomes more prevalent, it will automate the easy tasks and make the hard ones easier to solve, leading to new industries and companies emerging. The key to success in AI lies in having vast data and fast compute, and infrastructure investments are crucial in this regard. Over the next few years, application developers will play a significant role in making AI immersive in our lives.