If the biggest expense for most modern businesses shifts from salaries to inference spend, it feels like there's a cool opportunity to build a new financing model.
Someone should be providing capital in the form of convertible debt (?) to early non-venture businesses and form a holding company that pays out dividends overtime from successful products.
A very SSG like opportunity that's nicely counterpositioned against the all or nothing venture model.
If you're building this I'd love to talk to you.