AIThe Commanding Heights1h ago
As AI models commoditize, lasting wealth will accrue
As AI models commoditize, lasting wealth will accrue to those controlling chokepoints like distribution, payment rails, and a stablecoin dollar, not to the labs
TL;DRAI profits will flow to infrastructure controllers, not model makers.
Why it matters: Understanding where actual AI economics concentrate helps identify which companies will dominate long-term.
Scarce, controllable positions of Economic Power whose holders durably capture the gains of Increasingly Capable and diffused intelligence.
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