Turing CEO Jonathan Siddharth (@Jonsid) says there are just 3

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Turing CEO Jonathan Siddharth (@Jonsid) says there are just 3 sectors that are going to win in AI no matter what: › Compute › Energy › Data “The folks who obviously win are the folks that are inputs into the ecosystem.” “These inputs win no matter what. You need these as you scale.”

a16z@a16z1d ago

Where does money invested into the AI buildout actually go? For every $100 flowing into the supply chain: - $50 to chips - $20 to power - $15 to networking - $15 to cooling, buildings, and land More charts in State of Markets II: https://www.a16z.news/p/state-of-markets-ii https://x.com/a16z/status/2105752116757422375/photo/1

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