The AI Training-to-Inference Shift: Where the Next Wave of Investment Opportunity May Lay
The story of AI investing over the past several years has largely been the story of training: the race to build ever-larger models using ever-larger clusters…
Topic
The story of AI investing over the past several years has largely been the story of training: the race to build ever-larger models using ever-larger clusters…
Venture funding has shifted in recent years toward fewer, larger rounds concentrated in a smaller number of companies, particularly in artificial intelligence (AI). This concentration may…
For decades, a handful of cities have dominated the conversation around where startups are built, funded, and scaled. That picture has been shifting, with venture activity…
The private market has long run on a simple liquidity model. Investors back a company, wait for an initial public offering (IPO) or acquisition, and collect…
Many investors approach the stock market with diversification in mind, spreading capital across industries, asset classes, and geographies to help mitigate risk. Applying that same thinking…
For most of history, space was the exclusive domain of governments. The technology was too expensive, the timelines too long, and the risk too great for…
One of the most quoted pieces of investing wisdom comes from legendary fund manager Peter Lynch: "Invest in what you know." The idea is simple, the…
In the startup world, reaching a $1 billion valuation is considered the ultimate badge of success. But unicorn status is not a guarantee of survival. A…
The largest AI labs are no longer being funded primarily by traditional venture capital. Instead, the biggest checks are coming from cloud providers and chipmakers with…
Education