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This Creator Investor On The Truth About The AI Gold Rush | Term Sheet9 insights · See all
  1. Physical AI infrastructure matters because modern models create compute, energy, and data bottlenecks that software alone cannot solve, so scaling capabilities requires real-world build-out of hardware and power.

    Physical AI infrastructure matters because modern models create compute, energy, and data bottlenecks that software alone cannot solve, so scaling capabilities requires real-world build-out of hardware and power.
  2. Replacing large teams with AI agents won't happen immediately because automation also requires redesigning change management, prioritization, and human-context routing—nontechnical shifts that take time and coordination.

    Replacing large teams with AI agents won't happen immediately because automation also requires redesigning change management, prioritization, and human-context routing—nontechnical shifts that take time and coordination.
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