writing quick thoughts down so you can follow the thinking and the thesis in real time


the infrastructure is built, GPUs, data centers, models
- caught NVDA, AMD and INTC from the bottom, instinct was right
next step is agentic AI getting to work, so shifting (capital and focus) from infrastructure to software and execution
this is where revenue actually shows up, agents executing tasks, automating workflows, also transacting onchain
the monetization phase of the AI buildout, hiding in plain sight
physical AI comes after, but that's years away
agentic AI is the trade right now
NVDA-0.09%
AMD0.47%
INTC0.24%
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