[schnable]

The models themselves, and methods and knowledge used to build and use them, are part of the "infrastructure" being built.

[miltonlost]

You're redefining infrastructure. A supply and demand model is not infrastructure. A Taylor expansion method is not infrastructure.

[schnable]

that's the point - learning how to train the models and run them at scale is the "infrastructure" funded by the bubble that will be useful after it pops.