The fifth economic era has arrived
Welcome to the Artificial Intelligence Economy
The artificial intelligence economy is being shaped by a convergence of key technologies including artificial intelligence, machine learning, automation, robotics, and quantum computing.
These technologies are driving a new era of economic activity, powered by AI-driven decision-making, autonomous systems, and a wave of AI-native businesses. The impact is already significant and ongoing.
In the workforce, AI is transforming white-collar labor through copilots, code generation, and content creation, fundamentally altering how knowledge work is performed. Across industries, AI is optimizing operations in healthcare, finance, logistics, and beyond, forcing traditional players to adapt rapidly.
New business models are emerging—from autonomous agents to AI-generated content platforms—built from the ground up with AI at their core. At the infrastructure level, surging demand for AI chips is not only redefining the semiconductor landscape but also driving major shifts in global energy consumption and compute architecture.
The AI economy is not just a trend—it’s a foundational shift in how value is created, delivered, and scaled.
Investment Themes
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compute, power, language models, security, quantum
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logistics, supply chain, sales, operations, consumer
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robotics, defense, electrification, space, materials, manufacturing