Anthropic just burned through $2.7 billion in 18 months.<\/p>\n
Google spent $13 billion on AI infrastructure last quarter alone.<\/p>\n
OpenAI is raising at a $150 billion valuation which is higher than most Fortune 500 companies.<\/p>\n
Meanwhile, 73% of startups using AI still can’t turn a profit.<\/p>\n
The math doesn’t add up.<\/p>\n
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.<\/p>\n
It’s like building the world’s most expensive highway system while the cars using it run on fumes.<\/p>\n
The infrastructure giants are printing money. The application layer is starving.<\/p>\n
This isn’t sustainable.<\/p>\n
In 2027, when the infrastructure spending slows, thousands of AI startups will face reality. Revenue growth without unit economics won’t cut it anymore.<\/p>\n
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.<\/p>\n
Which AI companies do you think are actually building sustainable business models right now?<\/p>\n
\ud835\uddde\ud835\uddff\ud835\uddf6\ud835\ude00\ud835\uddf5\ud835\uddfb\ud835\uddee \ud835\udddf\ud835\uddee\ud835\uddf8\ud835\uddee\ud835\uddfa\ud835\ude00\ud835\uddee\ud835\uddfb\ud835\uddf6 | \ud835\uddd8\ud835\uddfb\ud835\ude01\ud835\uddff\ud835\uddf2\ud835\uddfd\ud835\uddff\ud835\uddf2\ud835\uddfb\ud835\uddf2\ud835\ude02\ud835\uddff \u00b7 \ud835\udde9\ud835\uddf2\ud835\uddfb\ud835\ude01\ud835\ude02\ud835\uddff\ud835\uddf2 \ud835\udde6\ud835\ude01\ud835\ude02\ud835\uddf1\ud835\uddf6\ud835\uddfc \ud835\uddd9\ud835\uddfc\ud835\ude02\ud835\uddfb\ud835\uddf1\ud835\uddf2\ud835\uddff \u00b7 \ud835\udddc\ud835\uddfb\ud835\ude03\ud835\uddf2\ud835\ude00\ud835\ude01\ud835\uddfc\ud835\uddff
\nWriting 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.<\/p>\n","protected":false},"excerpt":{"rendered":"
Anthropic just burned through $2.7 billion in 18 months. Google spent $13 billion on AI infrastructure last quarter alone. OpenAI…<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[18],"tags":[],"class_list":["post-1281","post","type-post","status-publish","format-standard","hentry","category-linkedin-posts","wpcat-18-id"],"_links":{"self":[{"href":"https:\/\/lakamsani.me\/blog\/wp-json\/wp\/v2\/posts\/1281","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/lakamsani.me\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/lakamsani.me\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/lakamsani.me\/blog\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/lakamsani.me\/blog\/wp-json\/wp\/v2\/comments?post=1281"}],"version-history":[{"count":0,"href":"https:\/\/lakamsani.me\/blog\/wp-json\/wp\/v2\/posts\/1281\/revisions"}],"wp:attachment":[{"href":"https:\/\/lakamsani.me\/blog\/wp-json\/wp\/v2\/media?parent=1281"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/lakamsani.me\/blog\/wp-json\/wp\/v2\/categories?post=1281"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/lakamsani.me\/blog\/wp-json\/wp\/v2\/tags?post=1281"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}