If intelligence gets cheap, own its complements: data, attention and love
curious_vii · x · 2026-11-03
Quoting investor Cliff Sosin: assume everyone has great intelligence, then ask what's left. The complements to intelligence — data, attention, love, physical proximity, scale, regulatory capture — are what you want to own. Meta is the example: roughly $250B of revenue spent almost entirely on "buying intelligence" — data centers, inference, smart people.
The author extends this: attention and love stay scarce and deeply human, always valuable at the margin. He argues for economic arrangements that reward "lovers" both for convex frontier results and for mitigating downside risk, mixing equity-like instruments with cash, to safeguard the human person in the 21st century and find alternatives to exhausted 20th-century corporate norms.
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