In the run-up of tranformative discoveries such as AI, it is not so hard to set bubbly excess apart from sensible investment opportunities. By scrutinizing chokepoints and toll-keepers, risk exposure and competitive strengths will stand out
Amidst the brouhaha and the excitement, the AI supply chain offers insights about dependencies between the links, about drivers of unabated optimism, and about business models, both solid and flimsy ones
Supersized investments and the race in AI research between the global powers, the U.S. and China, set the stage for an intellectual revolution - but today it is all about AI agent 'evolution'
Pulled in many directions, here and there, access to electricity has become too critical to be left under the guidance of mere state utilities - with unpredictable outcomes as political factions take sides
