Precursor VenturesA classic pre-seed and seed stage venture capital firm

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

8 Feb 2025 · 0 min

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Transcript excerpt from a conversation (Precursor Ventures with a speaker) debating how long current enthusiasm for AI investing can last. Participants question whether the single-theme fervor will persist beyond one to three years and raise uncertainty about whether spending dozens-to-hundreds of billions on data centers and large models is the right long-term approach (mentions a 2027 reference).

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?