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What 100 CFOs reveal about AI's impact on the P&L.
A working session for VC platform teams on how AI infrastructure costs are reshaping portfolio unit economics.
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Speakers
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AI features are moving cost of revenue in ways most portfolio companies are not forecasting. Inference scales with usage. Model choices shift margins overnight. And the board deck still shows cloud as one line.
This virtual workshop is built for VC platform and portfolio operations teams. Ed Barrow, CEO of Cloud Capital, walks through what is actually happening to AI infrastructure costs at growth-stage software companies, drawing on survey data from 100 CFOs, and how investors can spot margin risk across a portfolio before it shows up in the numbers.
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