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Beyond the AI Hype

Beyond the AI Hype

Software no longer eats the world. Over the past two decades, we forgot what built Silicon Valley. While everyone chases the next AI software startup, real alpha is hiding in plain sight at the gritty intersection where electrons meet metal, data meets orbit, and policy meets production. The AI infrastructure race isn't happening in the cloud or billion-dollar enterprise data centers. It's happening in contested electromagnetic spectrums, bioengineered sensory systems, and the convergence of material science and artificial intelligence at the edge.

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