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

  • Technology powering the transition to electric-powered systems and the need for efficient, sustainable energy to fuel the next generation of intelligent technologies.

  • AI-driven automation transforming how work gets done—from white-collar AI copilots to autonomous machines in physical environments—reshaping the future of labor across sectors.

  • The modernization of commerce and supply chains through automated marketing and discovery, AI-enabled forecasting, dynamic pricing, automated fulfillment, and intelligent delivery systems.

  • Applications built ground-up with AI at their core, unlocking entirely new capabilities and efficiency across sectors.

  • AI’s integration into daily life—enhancing how we communicate, learn, care for others, and manage our homes—ushering in smarter, more personalized consumer experiences.

  • The foundational hardware and software systems—like chips, data centers, and cloud platforms—that power AI development and deployment at scale.