Anthropic just burned through $2.7 billion in 18 months.

Google spent $13 billion on AI infrastructure last quarter alone.

OpenAI is raising at a $150 billion valuation which is higher than most Fortune 500 companies.

Meanwhile, 73% of startups using AI still can't turn a profit.

The math doesn't add up.

We're in the weirdest phase of any tech cycle I've seen. Infinite money flowing into AI infrastructure. Barely any flowing to the businesses actually using it.

It's like building the world's most expensive highway system while the cars using it run on fumes.

The infrastructure giants are printing money. The application layer is starving.

This isn't sustainable.

In 2027, when the infrastructure spending slows, thousands of AI startups will face reality. Revenue growth without unit economics won't cut it anymore.

The companies that survive won't be the ones with the flashiest models. They'll be the ones that figured out how to make AI profitable at the unit level.

Which AI companies do you think are actually building sustainable business models right now?


𝗞𝗿𝗶𝘀𝗵𝗻𝗮 𝗟𝗮𝗸𝗮𝗺𝘀𝗮𝗻𝗶 | 𝗘𝗻𝘁𝗿𝗲𝗽𝗿𝗲𝗻𝗲𝘂𝗿 · 𝗩𝗲𝗻𝘁𝘂𝗿𝗲 𝗦𝘁𝘂𝗱𝗶𝗼 𝗙𝗼𝘂𝗻𝗱𝗲𝗿 · 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿
Writing at the intersection of AI, capital, and the future of the human job market - sharing mylife lessons, reflections, and honest takes from the founder-investor's seat.