9 min read
When no one in the room knows the answer
Why the most expensive technology bet in modern history rests on a test most buyers have not run.
Elliot Ronald
Strategist. Founder. Investor.
Currently working on
- ●Growing Lion Strategy - a boutique advisory practice for frontier technology decisions
- ●Investing at the intersection of AI infrastructure and financial services
- ●Developing "The Mind Behind the Machine" - a programme connecting cognitive science to AI leadership
- ●Writing "The Intelligence Economy" - a series on what happens as intelligence undergoes digitisation
- ●Vibe coding - building tools that make frontier research accessible to everyone
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The most valuable thing two people build together is invisible. The same is true of AI. As intelligence commoditises, value migrates to the relationship layer - and love figured this out millennia ago.
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Railways or South Sea? Yes.
The AI economy is two business models pretending to be one. Enterprise AI is building railways. Consumer AI is the fog of freemium. The answer to which template fits is: yes.