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    <title>#TechInvestment on Home</title>
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    <description>Recent content in #TechInvestment on Home</description>
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      <title>AGI Can Wait. The Real Money in AI Is in B2B and Government.</title>
      <link>https://yakinin.com/en/posts/20242610-agi-wait-b2b-govt-ai/</link>
      <pubDate>Sun, 22 Jun 2025 19:58:35 +0000</pubDate>
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&lt;p&gt;Major AI players like OpenAI, Anthropic, Google, and xAI are confronting a harsh reality: the pursuit of Artificial General Intelligence (AGI) is consuming immense budgets, but AGI itself remains a concept, not a reality.&lt;/p&gt;
&lt;h3 id=&#34;the-financial-disconnect&#34;&gt;The Financial Disconnect&lt;/h3&gt;
&lt;p&gt;The spending on AI infrastructure is staggering. In 2024 alone, hyperscalers invested nearly $197 billion:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;&lt;strong&gt;Microsoft:&lt;/strong&gt; $80B+&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Alphabet:&lt;/strong&gt; $75B&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Meta:&lt;/strong&gt; $72B&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;Yet, the financial results from AI labs don&amp;rsquo;t match the investment. OpenAI is reporting $9 billion in expenses, leading to a $5 billion loss in 2024. Elon Musk&amp;rsquo;s xAI is burning $1 billion per month on servers and chips. Anthropic and DeepMind show a similar dynamic.&lt;/p&gt;</description>
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      <title>$914M in a Single Day: Investors Are Betting on Applied AI, Not Hype</title>
      <link>https://yakinin.com/en/posts/20240521-applied-ai-investments/</link>
      <pubDate>Sun, 22 Jun 2025 18:52:12 +0000</pubDate>
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&lt;p&gt;AI still has to prove it&amp;rsquo;s more than just a buzzword. The reality is that a technology&amp;rsquo;s value isn&amp;rsquo;t validated by theory but by real-world applications—and by the dollars it adds to EBITDA.&lt;/p&gt;
&lt;p&gt;Investors understand this perfectly. They are shifting focus from funding abstract AGI concepts to backing specific, applied AI startups that optimize processes, reduce costs, and eliminate routine manual work.&lt;/p&gt;</description>
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