3 ms·
I wonder if VCs will be the ones left holding the bag at the end of this AI cycle. You have hyperscalers "investing" in AI startups with compute credits, Nvidi
by steveBK123 2y ago
I wonder if VCs will be the ones left holding the bag at the end of this AI cycle.
You have hyperscalers "investing" in AI startups with compute credits, Nvidia "investing" in AI startups (who spend most of it on buying/renting their GPUs) and now this Apple deal.
- aurareturn 2y agoDid VCs end up holding the bag at the end of the mobile revolution hype cycle?
- steveBK123 2y agoWhat is different here is that the non-VC investors investments are being recycled back into their goods&services see: cloud credits, buying NVDA compute, etc. I don't think we had a similar pattern in the mobile era. Did Apple ever invest in an app in exchange for App Store fee credits or some dubious scrip like that? I don't think so.
- aurareturn 2y agoDidn’t VC money mostly go to Google and FB ads in the past? Now they’re buying compute.
- nextworddev 2y agoThey are actually making money on their long NVDA position (which is the real game), and channeling VC investments into semi capex.