AI infrastructure
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 13, 2024 by Charles Hudson · across every show →
Everything said about AI infrastructure, oldest first
Nov 13, 2024 bearish
Hudson: Precursor avoids AI infrastructure due to technical complexity and intense competition
“So like, just as a front level, we're just not doing much in AI infra, just, I don't have the technical ability to analyze them, and I haven't found many interesting categories where I don't instantly meet two dozen very credible teams.”