AI · 2 posts

Artificial Intelligence

Models, infrastructure, and the applications built on top of them.

November 10, 20264 min readDeep diveSample post

The Power–Compute–Connectivity Loop: A Framework for Investing Across AI Infrastructure

AI demand, chip supply, power availability, and network capacity form a single loop. This sample deep dive lays out a framework for locating the binding constraint, and what each investor type might do about it.

Read-throughs:Public Markets Private Markets EntrepreneursAlso inSEMI PWR TEL

November 3, 20261 min readSample post

Where Value Might Accrue as AI Shifts from Training to Inference

A sample note on how to think about the AI value chain as usage grows: infrastructure, models, and applications, and the questions that separate durable positions from temporary ones.

Read-throughs:Public Markets Private Markets Entrepreneurs

Artificial Intelligence

Artificial Intelligence posts

The Power–Compute–Connectivity Loop: A Framework for Investing Across AI Infrastructure

Where Value Might Accrue as AI Shifts from Training to Inference