Investing in AI: Infrastructure vs. Application

This chapter examines the dynamics of AI investments in relation to infrastructure, drawing parallels with SaaS companies and emphasizing energy considerations. It highlights promising opportunities in vertical markets such as architecture and construction, while urging clarity in managing expectations around AI adoption.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app