Variant views in private-market tech investing
A private-markets investor argues that without a distinct view of technology, investors may need the scale of a multibillion-dollar fund to compete.
TLDR
A private-markets investor questions how someone outside a large firm would win with a thesis built on compute demand growing through 2030, AI scaling laws holding, bottlenecks persisting, OpenAI and Anthropic winning, and no meaningful pause in model deployments. They argue that investors need a distinct view of where technology is headed.
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