The truth is far more foundational: AI is not a standalone sector. It is an infrastructure layer, just like the internet once was, and it's being embedded across every industry, from healthcare to agriculture, from fintech to entertainment. Much like we no longer classify 'internet companies' as a separate category, AI will soon follow suit. Every industry is already integrating AI into its core operations. So when we see that more than 50% of venture investments are going into AI, it is not a crowding-out effect. It is a signal that AI is a layer within adtech, cybersecurity, education, traditional manufacturing and more. The excitement has attracted significant capital, but not all startups justify their valuations. Some pre-seed companies with little more than a slide deck have raised at $100 million-plus valuations. While these terms might look impressive on paper, they are often setting founders up for future funding challenges. As the market corrects and ties valuations more...
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