As InvestorPlace’s Luke Lango put it:
If you want to survive this “Great Decoupling” – where human cognition is no longer the primary value-driver – you have to own what AI cannot exist without: the Physical Layer.
You don’t want to own the app; you want to own the electricity, the silicon, and the land.
If your portfolio aligns with those currents, you compound. If it fights them, you stall.
This post originally appeared at InvestorPlace.