The AI bus is headed for a cliff: Why “atoms” are the only lifeboat left

The venture capital world is currently trapped on a bus. It is a high-speed, neon-lit vehicle labelled “AI + Data Centres + Compute.” Every LP and VC is terrified of getting off a few stops too early, fearing they will miss the peak of the mountain. But here is the hard truth: if we do […] The post…