VC Rob Leclerc's syllogism: as long as models keep improving, AI trades keep rallying
robleclerc · x · 2026-10-18
VC Rob Leclerc lays out a simplified syllogism for AI market sentiment: individual AI usage intensity correlates with AI market sentiment; each model improvement increases both user count and per-user usage; models will keep improving — therefore the AI trade keeps going up. A notably reductionist bull-case frame that omits valuation, capex, and macro variables.
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