Amir Kabir · 2 September 2026 · Investment Thesis

Edition 61 | 2026 — The Economics of Reliability

Amir Kabir, MP @ Overlook Ventures

AI infrastructure spending exceeds $800B annually, but the industry has yet to price reliability correctly—creating unpriced liability exposure as AI systems fail differently than traditional infrastructure, with correlated failures and opaque decision-making that can propagate financial and operational damage at scale.

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Topics: AI (Horizontal) · AI Infrastructure · Robotics

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