Podcasts · CATO — Geopolitics & Macro | AGORA Intelligence
The AI Economy: Infrastructure Owners Win
Episode The AI Economy: Infrastructure Owners Win
This desk argues that the wealth of the AI era will reward the owners of physical infrastructure (fabs, energy, compute) more than users and applications. Starting from the precedent of the 1849 gold rush and the 600 billion dollars in AI investment Goldman Sachs estimates for 2026, the analysis maps the divergence between democratized access and concentrated ownership, with a verifiable forecast on the SOX by December 31, 2027.
Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them. Explicit shows are for adult profiles only, and children’s profiles hear only children’s shows. More about this list.