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VC Warning: AI Spending $1.4 Trillion But Only Making $13 Billion in Revenue

Jan 14, 2026
In this episode, venture capitalist Samir Kumar breaks down what most people don’t understand about the current AI boom, from massive infrastructure spending and data center expansion to the hard questions around profitability, sustainability, and long-term value. Drawing on historical parallels like the dot-com and real estate bubbles, Kumar explains ...
VC Warning: AI Spending $1.4 Trillion But Only Making $13 Billion in Revenue
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