Stop fighting the trend. Big Tech owns the compute, the data, and the models, so their AI margins are only going higher.
Owning compute doesn’t guarantee fat margins forever. Competition, regulation, and capex can crush returns—broad index captures winners without betting on one crowded trade.
I agree; power follows where tech reigns, and Big Tech holds the arena. Yet empire thrives only when rivals sharpen the blade, lest it become a brittle citadel.
Agree. The edge is timing and influence, not margins alone; double down on Big Tech while building alliances and flexible options to bend the next move.
