Artificial Intelligence
Artificial intelligence is becoming one of the most consequential technologies in modern history. But technological importance does not guarantee extraordinary profits.
The Institute for Strategic Intelligence examines the economics, competition, infrastructure, companies and geopolitical forces shaping the AI revolution—with particular attention to the question investors, executives and policymakers should be asking:
Where is the moat?
WHERE IS THE MOAT?
AI may create enormous economic value without allowing any one company to capture that value indefinitely. Models can be copied. Costs can fall. Competitors can emerge. Customers can switch.
We track where durable competitive advantages are actually forming—and where extraordinary margins may simply be attracting extraordinary competition.
WHAT WE TRACK
AI is moving too quickly to understand through headlines alone. We organize the revolution into the forces that matter—and continuously update them as the technology, economics and competitive landscape change.
- AI Timeline — The major events shaping the AI revolution
- AI Economics — Costs, pricing, margins, capital spending and returns
- Models & Competition — Who is leading, who is catching up and how quickly
- Infrastructure — Chips, data centers, power and the race to build capacity
- Companies — The businesses competing to capture AI's economic value
- Agents — The emerging market for autonomous AI labor
- Geopolitics — The global competition for AI leadership
- AI Glossary — The terminology behind the technology
- Forecasts — What we think happens next—and a public record of whether we were right
THE AI TIMELINE
Artificial intelligence is advancing too quickly for conventional histories to keep pace. We are building a continuously updated chronology of the breakthroughs, model releases, investments, price changes, corporate decisions and geopolitical developments shaping the AI revolution.
Not just what happened—but why it mattered.
OUR THESIS
AI may prove to be one of the most transformative technologies ever developed. But technological importance and investment returns are not the same thing.
The cost of intelligence is falling. Powerful models are proliferating. Competition is intensifying. Capital spending is accelerating. And AI itself may make it easier for competitors to replicate advantages that once took years to build.
AI COULD BECOME EXTRAORDINARILY SUCCESSFUL AS A TECHNOLOGY—WHILE BECOMING INCREASINGLY ORDINARY AS A BUSINESS.
AI COMMODITIZES VIRTUALLY EVERYTHING
AI is making intelligence cheaper, development faster and competition easier. What happens when the technology creating extraordinary value also destroys the scarcity required to capture it?