Costin Tanasé

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𝗪𝗵𝗲𝗻 𝗴𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲 𝗯𝗲𝗰𝗼𝗺𝗲𝘀 𝗮 𝗴𝗿𝗼𝘄𝘁𝗵 𝗰𝗼𝗻𝘀𝘁𝗿𝗮𝗶𝗻𝘁 The new investment cycle is putting companies under pressure from several directions at once. AI requires capital. Data centers require infrastructure. Infrastructure requires electricity. And higher yields are making capital more expensive. But there is another constraint that receives far less attention: 𝗚𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲. As investment becomes larger, faster and more complex, the cost of getting decisions wrong increases. For c…

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