The venture capital market is crowded with 'tourists' who have forgotten that their primary job is returning cash, not collecting paper marks. While Western investors obsess over the next AI napkin sketch, ByteDance is quietly dominating the global AI landscape with superior engineering and massive power resources. The coming decade will bring a brutal market correction that wipes out the weak, creating the single greatest opportunity for disciplined investors to acquire world-class assets at a fraction of their true value.