There's an inflection point coming where AI monetization scales fast enough to cover infrastructure costs entirely. We're witnessing this right now—OpenAI's trajectory from zero to $20 billion represents the steepest revenue ramp in tech history. This shift matters because once capex gets absorbed into the business model, the entire economics of AI deployment changes. Companies moving into that phase won't just survive; they'll dominate. The speed of this transition is redefining what venture-scale success looks like in the 2020s.