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AI: A Bubble or the Biggest Infrastructure Opportunity of Our Generation?AI valuations are soaring. Spending is accelerating. Bubble fears are growing.But the data tells a different story.

$635B — Estimated 2026 capital expenditures by Microsoft, Amazon, Alphabet, and Meta, up

#London may be one of the most interesting early-stage tech markets in the world right now.

I’m here this week representing one of
@FilterFundVC portfolio companies,
@Guardrail_Tech , Inc. who is a finalist at @MassChallengeUK while also meeting with LPs, clients and others

There's a question I ask every founder I meet. Not "what's the upside?" Not "what's the TAM?"
I ask: have you honestly accounted for the full cost?
I've been doing this for over 30 years — as a founder who failed and succeeded, an operator, a builder, and now a GP three funds in.