As AI scales, the battle for compute, capital, and market access intensifies
Is the AI IPO Market Operating in a Bubble?
Artificial intelligence is no longer only a technology story. From my perspective, it has become something far broader—a financial, industrial, and societal transformation that may redefine how capital is allocated over the next decade. What once felt like a conversation centered on software and automation is increasingly becoming a conversation about infrastructure, investment, and who will build the foundations of the next economic era.