Charles HudsonFounder and Managing Partner, Precursor Ventures

The AI Hype: Can It Last? #ai #venturecapital #siliconvalley @TheLearningCornerbyPrecursor

8 Feb 2025 · 0 min

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Two investors debate how long AI hype lasts as a single investment theme. They think one to two years is realistic but doubt it stretches to three. They question whether hundreds of billions on data centers and models makes sense, pointing to 2027 as a reckoning point.

We can't maintain.
This level of.
Enthusiasm.
For a single investment theme for that much longer.
Could it be another year? Sure.
Could it be two years?
Maybe. Is this going to be three years?
I doubt it, because.
At some point you. You get more feedback about what happens.
As things get closer to terminal or at scale.
For example, we still don't know if spending hundreds.
Of billions of dollars a year on data centers and expensive models is really the right approach, but we.
Are going to run that experiment. But at 2027, people might say, you know, we spent $200.
Billion on this stuff. Was that a good idea?