Sizemore Investment Letter | Charles Sizemore | Substack

From Infrastructure to Adopters: The Next Phase of the AI Boom

Back in October, I shared research from Kai Wu, founder of Sparkline Capital, that pointed out the Achilles heel of the AI Boom. The builders of AI…

Feb 4 • Charles Sizemore

Sizemore Investment Letter

About Archive Recommendations Sitemap

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts