Athena Capital Sees Opportunities in AI Infrastructure

Isabelle Freidheim, Founder and Managing Partner at Athena Capital, discusses investment opportunities in the AI sector, emphasizing that much of the AI model layer has already been built, funded, and repriced outside public markets. She explains that current public market activity around AI models largely represents liquidity events rather than new capital raising. Freidheim highlights that the real growth potential lies in companies involved in deploying AI infrastructure, which will provide investors with earlier and cleaner exposure to AI's expansion phase, as infrastructure names come to market over the next few years. This approach contrasts with investing in areas that are already fully priced, such as the AI model layer itself. (Source: Bloomberg)

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