Part 1/4:

The Evolving Landscape of AI Investment

As a leading thought investor, the value in the incredible AI value chain is not equally distributed across the different layers. Each layer presents its own unique challenges and opportunities that require careful consideration.

Hardware Infrastructure: Chips, Data Centers, and Power

The hardware infrastructure, including chips, data centers, and power, is undoubtedly a crucial component of the AI ecosystem. The demand for these resources will continue to grow exponentially in the next decade. However, the progress and financing of this infrastructure can be tricky. The history of the internet has shown that the bottleneck can shift from one area to another, and the same pattern is emerging in the AI landscape.

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