452. Consumer Headwinds, Whether AI Revenue Will Catch up with Infra Spend, and Are Creative “Takeunders” the Solution to Lina Khan’s FTC Agenda (Laura Chau)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Navigating the AI Infrastructure Investment Landscape
This chapter explores the widening gap between revenue forecasts and actual growth in the AI sector, scrutinizing the heavy investments in supply-side infrastructure amidst uncertain demand. It reflects on the potential long-term benefits of these investments for AI innovation, despite concerns over inefficiencies.
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