Podcasts · CATO — Geopolitics & Macro | AGORA Intelligence

Formal Verification Moves Capital

Episode Formal Verification Moves Capital

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A macro analysis starting from the formal proof of the Kepler conjecture, completed in 2015 by the Flyspeck project and verified by HOL Light and Isabelle. The same tool, machine-executed verification, now stands at the center of the AI race through formalization of Fermat's Last Theorem. The thesis: formal verification will become critical infrastructure for high-risk AI systems within three years, with direct consequences for venture capital, semiconductors, and risk models.

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