Owning scarce physical assets plus AI beats building models, argues investor
karinanguyen · x · 2026-10-25
karinanguyen argues you don't need to be an AI company to win: companies that own scarce physical assets and use AI exceptionally well will capture enormous value without building models. If every copper miner can buy the same cheap metallurgical intelligence, the durable advantage is deposit quality and extraction cost; the same holds for vertically integrated apparel makers — people will still wear clothes post-AGI.
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