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The Capital Asymmetry of AI
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The Capital Asymmetry of AI

Gennaro Cuofano's avatar
Gennaro Cuofano
May 05, 2025
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The Business Engineer
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The Capital Asymmetry of AI
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The artificial intelligence revolution might be fundamentally altering the traditional venture capital dynamics, creating an unusually skewed distribution of capital requirements and returns.

This emerging landscape seems to contrast previous technology waves, with three distinct categories demanding radically different investment approaches.

The Barbell Effect: Infrastructure vs. Applications

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