Looking globally, countries have invested at the trillion-dollar scale in AI, and everyone wants to seize the commanding heights of future technology. However, reality is harsh — commercial closed-loop models are far from established.
Monetization challenges are one thing, but what really stings is that depreciation costs are beginning to emerge, energy and computing power supply have already hit bottlenecks, and when combined with concerns about employment impact and questionable productivity gains, this combination of factors has left the entire industry searching for direction.
Truly great AI giants will most likely emerge from places we're currently overlooking — it's just that no one can say for certain when that will happen. Right now, I'm already thinking about reserving capital, and the moment I spot any signs, I'll go straight into angel round investments. What I'm betting on is this uncertainty itself.
Looking globally, countries have invested at the trillion-dollar scale in AI, and everyone wants to seize the commanding heights of future technology. However, reality is harsh — commercial closed-loop models are far from established.
Monetization challenges are one thing, but what really stings is that depreciation costs are beginning to emerge, energy and computing power supply have already hit bottlenecks, and when combined with concerns about employment impact and questionable productivity gains, this combination of factors has left the entire industry searching for direction.
Truly great AI giants will most likely emerge from places we're currently overlooking — it's just that no one can say for certain when that will happen. Right now, I'm already thinking about reserving capital, and the moment I spot any signs, I'll go straight into angel round investments. What I'm betting on is this uncertainty itself.