SF Compute CEO @​evanjconrad says if there's an AI bubble, VCs funding AI labs at massive valuations are the ones holding the risk. "If you're looking for a bu

SF Compute CEO @​evanjconrad says if there's an AI bubble, VCs funding AI labs at massive valuations are the ones holding the risk. "If you're looking for a bubble, it's held currently by the venture capitalists." "The AI bubble works like this: the cloud itself doesn't deploy the GPU cluster unti…