are there even any VCs pouring money in LLM infra? I would assume VCs aren't interested in projects which won't give them a tenfold return. And with infrastructure there are some many existing competitors (like AWS) so that such returns are never expected
I get the feeling that there are. MLOps became LLMOps before most people knew it as any more than a buzzword and well we can't just call it ops because there's clearly something different here.
AI is still too opaque to reliably know beforehand if an idea will pan out, so you just gotta try it.
Plus it's easy, once you start imagining how the magic of AI is gonna make you rich, to ignore the problems with your idea and assume that the AI will handle them too.
So you've got all these hyped up fools trying to make stuff that lacks merit. How do you capitalize on that? You don't invest in the stuff that's doomed to fail, you create a slot:
> Insert coin, insert half baked idea, receive AI app
That way you get to keep the coins even when apps don't turn out. Plus, you're collecting the institutional knowledge necessary to pounce on something that comes along which is actually worth investing in.
Or at least that's the vibe I get when our meetings feature an AI-excited VC (which isn't common, but it happens).
