The rapid proliferation of AI-powered vulnerability discovery tools will dramatically increase systemic cyber risk.
High false positive rates (10-30%) in current AI models make them unreliable for mission-critical defense and business applications without significant refinement.
The US is an estimated 10 years away from achieving a self-sufficient domestic semiconductor supply chain.
The long-tail of the economy (small businesses, healthcare) is highly vulnerable to widespread, AI-enabled cyberattacks, risking economic chaos.
Opportunities Identified
Investing in undervalued data infrastructure companies poised to benefit from a 10x increase in enterprise data.
Building a new layer of AI application companies that solve specific business problems by arbitraging between commoditized foundation models.
Re-engineering the entire category of 'system of work' SaaS for an AI-native, agent-driven future.
Leveraging AI to dramatically improve enterprise operating margins and create more efficient business models.