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The AI buildout, surpassing railroads and the internet, moves Big Tech from being asset-light to asset-heavy, which has historically produced inferior returns (Kai Wu/Sparkline Capital) from Techmeme RSS feed.
The AI buildout, surpassing railroads and the internet, moves Big Tech from being asset-light to asset-heavy, which has historically produced inferior returns (Kai Wu/Sparkline Capital)
Kai Wu / Sparkline Capital:
The AI buildout, surpassing railroads and the internet, moves Big Tech from being asset-light to asset-heavy, which has historically produced inferior returns — Executive Summary — The AI revolution has reached a key inflection point, with the largest U.S. tech firms embarking on a massive AI infrastructure buildout.