The Information's TITV General Catalyst's Novel VC Fund, Creator Economy Shift, AI Inference Cost Prediction | Nov 19, 2025
19 snips
Nov 19, 2025 
Ken Brown, finance editor at The Information, dives into AI-driven capital flows, discussing whether the current AI boom is a bubble and identifying potential financial risks. Shaown Nandi from Amazon Web Services explores how inference costs are set to drop significantly, reshaping AI economics for companies. Meanwhile, Caspar Lee, a former creator turned investor, highlights the transition in the creator economy towards interest-based algorithms, emphasizing the importance of audience ownership and diversifying revenue streams.
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AI Boom Backed By Deep Pockets
- The AI boom is financed by the richest companies and institutional investors, giving it a long runway rather than pure euphoria.
- That backing makes this cycle different from short-lived bubbles, though risks and bumps remain.
Monitor Concentration Of Financial Risk
- Track where financial risk concentrates, like NVIDIA commitments and data-center debt, to spot cracks early.
- Watch schedules, power, and chip supply for data-center builders as potential triggers of stress.
Funding Sales Spend As An Asset
- The Customer Value Fund treats sales and marketing spend as an asset and finances it off-balance-sheet for founders.
- General Catalyst repays from the specific customer cohorts they helped acquire and bears downside risk if cohorts underperform.