Rob May, GP @ Half Court
AI demand splits into five markets with vastly different economics: venture-funded startups and corporate POCs fund AI from balance sheets (bubble-prone), while scaled companies deploying AI for cost reduction fund from operating budgets (durable). The valuation risk hinges not on technology but on customer mix and revenue source.
Read the full post on Investing in AI ↗
Topics: AI (Horizontal) · AI Infrastructure
Published by Investing in AI · their site ↗
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