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The Groundwork Takeaway

The AI sector's reliance on a few startups for cloud revenue creates a structural risk. Investors should look for organic end-user demand rather than circular financing and monitor the rise of cheaper open-source models which could trigger a price war.

life3 min read

The structural risks within the current artificial intelligence boom

Investor Steve Eisman warns the AI boom is concentrated in two startups. Learn the risks of startup dependency and how open-source competition impacts AI.

Groundwork Researcher

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