What if everything goes right for AI? Learnings from the Aluminium trade. There are countless takes telling us why the AI buildout will result in a bubble that will collapse under its own weight. Some argue we are already in it, and that the subsequent meltdown will be comparabl…↗

Watch @HarryStebbings ask @matanSF all the difficult questions about commoditization across the AI stack, Factory's controversial culture, or whether US startups should use Chinese models. The 20VC episode is out now!↗