The early wave rewarded the chip builders and model makers. The next wave might come from companies that actually turn AI into products people use every day. It is starting to move beyond chatbots into gaming, live streaming, entertainment, robotics, and autonomous driving. $Huya Inc.(HUYA)$ recently rolled out its VAM 1.0, built for live real-time interaction on a platform that already has years of gaming and streaming data. If AI creators and virtual hosts go mainstream, companies with existing distribution could have a head start over those still searching for product-market fit. $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Alphabet(GOOG)$
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