Afzal Tarar, Founder & Managing Partner at Quartus Capital Partners, breaks down Quartus AI Investment Playbook into 6-Layers: 3 horizontal layers focused on AI infrastructure and 3 vertical layers dedicated to functional and sector solutions.

1. The 3 Horizontal Layers

AI InfrastructureThis segment investigates the trillions of dollars being poured into the foundational AI infrastructure. The conversation examines:The "why, where, and how" of this massive capital flow and the disruptive innovations poised to accelerate it.The sirens of a potential bubble, including the concept of an "ethical bubble"—the possibility that broad societal benefits may justify financial losses for some early and large investors.

2. The 3 Vertical Layers

Functional & Sector SolutionsThe discussion pivots to the solution-oriented layers, detailing how significant, demonstrable value is being created across various functions and sectors. It analyzes:Emerging innovations positioned to catapult entire industries and functions forward.The strategic benefit of these solutions, which are uniquely positioned to capitalize on the trillions of dollars of infrastructure investment occurring in the 3 AI Infrastructure layers.

The overall analysis provides a clear, practical roadmap for understanding where AI-driven innovations are creating value and impact and how investors can build a more strategic thesis in this complex and rapidly evolving ecosystem.

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