AI, Supply Chains, and the Future of Economic Power

Bullish:

• $AIMODELS - US administration committed to maintaining AI leadership through superior models, market share dominance, and secure supply chains.

  • “Our models need to be superior than all the other models on Earth. We need to have the world's best AI innovation on a qualitative basis, so we need to have the most market share.”

    Jacob·0:00

  • “We already have the best AI innovation on a qualitative basis. So the question is how do we maintain our lead?”

    Jacob·7:16
• $INFRA - Record CapEx investment in US infrastructure following tariffs, with plants being built and production capacity expanding.

  • “we've actually seen record investment in CapEx investment in The US, which doesn't even show up in trade data yet because the CapEx investment hasn't you know, these things are early indicators. It hasn't yet converted into production capacity because a lot of these plants are being built as we speak.”

    Jacob·14:03

  • “fundamentally, that's why we've seen historic CapEx investments because of the tariffs. The ingredients of, you know, the Trump industrial revolution are tariffs, deregulation, energy and energy abundance, and tax incentives”

    Jacob·16:13
• $ENERGY - Record demand for energy driven by AI compute needs, with economy running at full capacity and supply constrained.

  • “we're seeing record demand. Demand pick up for everything from energy, minerals, components, you know, compute capacity. All of that demand is massively going up.”

    Jacob·27:20

  • “we're actually seeing an economy that's almost supply constrained, where demand is just so intense. It's outpacing, you know, the rate of supply.”

    Jacob·27:33