AI capital is still flowing, but smaller open-weights and inference bets may be easier to fund
vaibhavbetter · x · 2026-07-29
- The author argues there is still plenty of capital flowing into AI, even if the “capital for GPUs” play is widely discussed.
- They suggest there are smaller, lower-capital opportunities beyond core GPU infrastructure, including adjacent or non-core areas.
- The reply pushes back on the idea that money is unavailable and frames open-weights and inference as a clearer opportunity set than many people assume.
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