Robot brains are quickly becoming free downloads. Getting machines to actually work in the real world is still brutally hard, and in my opinion that is exactly where the value is going: to whoever owns the deployment, the environments, the data and the accountability. This paper is my case for why.
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Operator-authored papers.
Conviction-led research on the shifts reshaping capital and infrastructure. Each paper is written for three audiences: allocators, operators, and observers.
As AI collapses the cost of cognition, durable value migrates to the physical: the infrastructure that powers intelligence, and the execution businesses that deliver it. Where capital should flow, and where it should not.
Read the paper →The countries that deliver power fastest, not the best models, will capture the inference economy. India's structural case, with Tamil Nadu as a pilot corridor.
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