Athena Capital Sees Opportunities in AI Infrastructure
THE SO WHAT
If, as Athena Capital argues, the model layer is largely funded and repriced off-exchange, the next decade of returns shifts toward infra—compute, networking, data, and tooling that make those models usable. Operators should expect more capital chasing infra bottlenecks and higher scrutiny on any “yet another model” pitch without a clear distribution or infra angle.
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