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
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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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