AI spending isn’t dropping. Investors are just getting smarter about where it goes.

That’s what Judah Taub, founder and managing partner at Hetz Ventures, tells us in this episode of Machine Dreams.

Fresh off a $140 million fourth fund, Judah explains what VCs are funding now, what signals separate real revenue from hype, and the test that can make or break an AI startup.

If you’re building, investing, or trying to understand where the money is going in AI, do NOT miss this one!