Rob May, GP @ Half Court
Most AI investments show negative ROI today not because the technology is broken, but because pricing reflected a lottery-ticket bet on AGI rather than underwriting actual business use cases. As compute costs collapse via cheaper chips, smaller models, and better infrastructure, many 2025 failures will pencil out profitably by 2027 without changing anything but the bill.
Read the full post on Investing in AI ↗
Topics: AI (Horizontal) · AI Infrastructure
Published by Investing in AI · their site ↗
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