China's ability to manipulate global commodity prices, specifically in critical minerals, making it difficult for Western companies to compete without government support.
Public and political misconceptions about AI's impact on jobs could hinder its adoption and the realization of its economic potential.
Opportunities Identified
Investing in technology companies that support the re-industrialization of the US and its allies.
Capitalizing on increased European defense spending and procurement modernization.
Building businesses in the critical minerals supply chain, supported by new government offtake and subsidy programs.
Developing software solutions for legacy industries like automotive that are critical to the Western economy.