Navigating the AI IPO Landscape

This chapter analyzes the current dynamics of tech IPOs, especially focusing on CoreWeave's reliance on Microsoft and the broader implications for investor confidence in the AI sector. It examines the waning enthusiasm for AI investments amidst concerns over profitability and rapid market perception shifts. The discussion also touches on geopolitical factors affecting technology dominance and the emerging concept of 'tech sovereignty' as countries reevaluate their dependence on American tech.