What changes when intelligence becomes infrastructure. Interface layers, compute economics, the new shape of software, organisational reconfiguration around inference.
AI energy consumption is now compounding four times faster than grid capacity additions. Which countries resolve the mismatch first will determine which countries lead in artificial intelligence over the next decade.
Read →AI systems demonstrating brilliant capability on specific tasks remain brittle when run continuously. Recent empirical work proposes a useful framework for the pattern — and a clearer view of which AI companies become structurally defensible.
Read →Mary Meeker's BOND Capital May 2025 'Trends — Artificial Intelligence' report documents a cycle compressing several decades of typical technology-curve dynamics into eighteen months. The structural signals worth carrying forward.
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