BEDROCK Podcast E30 - In the AI Era, the Investment Framework Is Being Rewritten (Part 2)
- BedRock
- Jul 29
- 1 min read
In this episode, we continue our in-depth conversation with clients.
We discuss how AI is reshaping the foundational layers of the world, from computing power and connectivity to healthcare and life extension. The conversation then expands into the industrial evolution of AI infrastructure, including chips, networks, and system architecture, and how to apply first-principles thinking amid this structural transformation.
This episode is for research discussion and personal views only. It does not constitute investment advice.
Comments