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AI investors should prioritize focus, although their enthusiasm is not completely unwarranted.

AI investors should prioritize focus, although their enthusiasm is not completely unwarranted.

AI investors need focus—but their exuberance isn’t entirely unjustified Perhaps no technology since the smartphone has taken the world by storm quite like generative AI (GenAI). The investment landscape has also reflected this fervor, with GenAI attracting over $25 billion in funding in 2023, mostly driven by mega-rounds for core infrastructure companies building the foundation models […]

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