Siliconsciousness: Surveying the AI Investment Landscape
The DSR Network
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.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
