Restrictive energy policies acting as a long-term bottleneck for AI industry growth.
The geopolitical risk of a bifurcated US-China AI ecosystem, which could fragment talent and supply chains.
The immense challenge of scaling the entire global supply chain to meet exponential demand for AI compute.
Opportunities Identified
Exponential growth of AI agents will skyrocket the use and value of existing software tools.
The emergence of a high-value, low-latency inference market allows for new product segmentation and premium pricing for tokens.
Sustaining a rapid, annual cadence of architectural innovation (Blackwell, Rubin, Feynman) to continuously drive down the cost of compute and expand the market.