Ed Sim's weekly AI/infra/VC roundup covering market turmoil (OpenAI repricing, major selloff), capital concentration in AI (40% to two companies), barbell-shaped seed rounds, and emerging opportunities in inference, robotics, and agentic AI—with commentary on founders, valuations, and where alpha still lives.
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Topics: AI (Horizontal) · AI Infrastructure · Venture Capital & Startups
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