AI vc

Chris Petkas

⁦‪@Chris_Petkas‬⁩

I read this article from ⁦‪@JTLonsdale‬⁩ and I couldn’t agree more with how he breaks down AI investing into six tiers.

A few notes of my own: pic.x.com/M0pJB2R2ir

10/25/25, 10:26 AM

– Chris Petkas builds on Joe Lonsdale’s six-tier AI investment framework—from energy infrastructure (Tier 0) to AI-native applications (Tier 5)—by adding stats like data centers’ $455 billion global investment in 2024 and foundation models’ training costs projected to exceed $1 billion soon.

– Lower tiers face exponential demands, such as AI compute’s electricity use doubling to 945 TWh by 2030 (per IEA, rivaling Germany’s full output), driving offshoring and mega-cap focus, while chips race sees Groq’s $6.9 billion valuation challenging Nvidia.

– Petkas argues Tier 5 applications yield highest ROI through low-friction adoption, high-impact problem-solving, and network effects, echoing tech cycles where apps like Google captured value despite infrastructure’s 69% funding share in 2024.

Chapter 1 to Chapter 14’s an “Easter Egg” at #ch1 to #ch14. Including #ch2 which’s chapter 2 at my house in Napa California

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Emergency swings and cutting deals as an 9 year old
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