$AIINSURE - AI insurance markets will become essential infrastructure for AI deployment, with different customers wanting to insure against various AI risks. Insurance sectors historically drive safety improvements in industries.
$MILCOMP - Military-grade secure compute infrastructure is critical as nation-states attempt to infiltrate AI labs, with major VCs backing companies in this space despite stealth mode operations.
$GOODFIRE - Mechanistic interpretability company that raised significant funding from Anthropic, Menlo, and Lightspeed, representing a critical AI safety technology investment.
$CYBER - AI is massively increasing cybersecurity risks for governments and companies, making security a fundamental prerequisite for AI deployment.
$ENERGY - Energy infrastructure capacity could be the gating factor in AI development and US-China competition, with rapid energy deployment potentially determining AI leadership.