AI sector's circular funding is a bootstrap
The guest framed the circular investment and spending within the AI ecosystem as a normal bootstrapping process for a new technology.
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The guest argued that in a new computing cycle like AI, the infrastructure layer is the first to inflect on the S-curve and is the safest investment, as it is needed regardless of which foundational models or applications ultimately win.
The guest framed the circular investment and spending within the AI ecosystem as a normal bootstrapping process for a new technology.