Our readingWhat is a korrent?
As frontier AI model training costs balloon, funding is increasingly concentrated among big tech companies and nation-states rather than venture capital.
Drawn from what Elad Gil said
What these subjects mean
semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.
venture capital Raising money and what it does to the product: the funnel that forces hard choices, and what happens without it.