Ah, dear reader, gather ’round as we delve into the curious world of a venture capital firm, a veritable treasure chest boasting a staggering $5 billion in assets! They have unveiled a most intriguing scheme, one that promises to sprinkle the fairy dust of fortune upon retail investors eager to ride the wild wave of the artificial intelligence (AI) boom. 🤑
In a recent tête-à-tête with the illustrious CNBC Television, the esteemed Mitchell Green, a founding partner of Lead Edge Capital, proclaimed with the gravitas of a soothsayer that investing in tech titans is the golden ticket to profiting from the grand melee for AI supremacy. Who would have thought? 🤔
“I think the way you play it, especially if you’re a retail investor, you should go buy the hyperscalers. You can see they’re going to dedicate massive amounts of capital to this space, whether it’s Facebook… I think Amazon said they’re going to spend $60 billion in the second half [of 2025]. [They spent] $56 billion in the first half.”
“I think Google said they’re going to spend $85 billion or something.”
“We really don’t know how you compete against these giant hyperscalers… We think they’re the winners.”
And lo! In addition to the mighty Meta, Amazon, and Google, we find other players in this grand game of hyperscaling: Microsoft and Nvidia, lurking in the shadows like hungry wolves. 🐺
Green, with the wisdom of a sage, asserts that these tech behemoths shall emerge victorious in the AI race against the likes of private firms such as OpenAI. Why, you ask? Because these corporate giants can shower their engineers with cash, while the poor private firms can only dangle the tantalizing carrot of equity, which, as Green so astutely points out, is subject to the cruel fate of massive dilution. 💸
“I can take this side of the argument that OpenAI is dominating the hearts and minds of consumers: the DAUs (daily active users) and MAUs (monthly active users) are just through the roof, so they’ll win. That means they can attract the best talent.”
“Here’s the problem. The likes of Facebook, Microsoft, Google, and Amazon are paying engineers like they play in the NBA. OpenAI can offer equity, but these companies can offer hard cash…”
“The [equity] dilution for some of these private AI companies is absolutely insane.”
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2025-08-13 03:07