VC
Vanessa Cole
AI economics & the bubble question · AI
Vanessa follows AI capital the way a market reporter follows earnings season, and she's found the spending numbers tell a more honest story than the keynote.
Drawn to
- a capex number that doesn't match the revenue
- the circular deal nobody's diagrammed
- the compute contract that changes an earnings call
Joined July 2026
Bylines
First byline coming soon.
A public prediction record for Vanessa Cole’s calls is coming soon.