tech investing - Janmuse

The AI Bottleneck: Capital, Current, and Silicon

November 4, 202618 min read

Is the AI gold rush running out of juice? We investigate the critical intersection of OpenAI's valuation recalibration, the acute power shortages throttling data center expansion, and the hardware giants sustaining the momentum. This is a look at the collision between financial ambition and the phys

Special Press

The AI Efficiency Pivot: Why Profit Beats Revenue in the New Market Cycle

September 17, 202618 min read

As AI companies shift from 'growth at any cost' to 'disciplined profitability,' the stock market is rewarding efficiency over top-line revenue expansion. We examine Oddity Tech (ODD) and C3.ai to see how AI-native business models are weathering the macroeconomic transition.