Investing in the Machine Economy: Scarce Assets Beyond AI Generation
0xSammy · x · 2026-08-17
To capitalize on the coming decade, investors should focus on assets AI cannot cheaply create. Key sectors include compute infrastructure (GPUs, data centers), energy (generation, grid capacity), semiconductors (chips, lithography), physical infrastructure (logistics, warehousing), and scarce resources (copper, uranium). Additionally, proprietary datasets and distribution platforms with captive demand remain valuable investible assets.
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