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  1. AI infrastructure and top-tier engineering talent are experiencing unprecedented geographic consolidation in Silicon Valley, reversing recent decentralization trends despite local cost-of-living challenges.

    Impact: Geographic clustering will accelerate innovation velocity in AI but may exacerbate regional economic disparities and increase operational costs for non-local venture firms.

    — from Venture Capital Strategy, AI Centralization, and Founder Evaluation · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Mar 30, 2026