20VC General Partner @P_Bonnet says the AI infrastructure boom ultimately depends on one thing: investors believing they'll get their money back: "The only reason people give you money is because they think you're going to give it back to them." He points to Nebius raising a $5B convertible at favourable terms as evidence that investors see it as a credible credit risk. "But the reality is to the extent that adoption is there and ROI is great, we will navigate those air pockets." "I do…