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YWR General Partners

YWR GP: AI Marshall Plan

David Quinn's avatar
David Quinn
Oct 01, 2025
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As many of you know, I remain staunchly bullish on AI and the implications for the US. While many continue to highlight the risk of recession, I view this as the golden age of infrastructure. In the past I have called it the modern day US Marshall Plan. AI is the largest and most important investment cycle the US and the world has ever embarked on.

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