Mapping the AI buildout, all twelve layers of it, from the app on your phone to the minerals in the ground, and the stocks at every floor. ⚡️
Investing into the 12 layers of the AI buildout ⚡️- 420% YTD. Head of AI | 10+ years as a PM building B2C tech and fintech products.
Deep-dive research on Anthropic, OpenAI, Stripe, Anduril, Saronic and the companies shaping tomorrow's public markets. Financials. Valuations. Competitive advantages. IPO analysis.