Michael Greeley, GP @ Flare Capital
AI infrastructure investment has reached unprecedented levels ($760B+ annually), yet ROI remains elusive: only 23% of executives see sustained business value despite 82% planning to increase spending. Meanwhile, capital concentration, inverted value-chain economics, and a widening $6.3T gap between VC valuations and actual exit liquidity raise questions about whether this boom can sustain itself.
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Topics: AI Infrastructure · Venture Capital & Startups
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