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Investment Strategy
AI at a Crossroads: Rational Optimism in the Face of Fear
The recent “Global Intelligence Crisis” scenario has amplified concerns that AI-driven displacement of white-collar labor could undermine consumption and destabilize economic growth. While these fears are understandable, history suggests that transformative technologies have repeatedly reshaped, not collapsed, economic systems.
Investment Strategy
Strengthening Resilience in a Fragmenting World
AI and cybersecurity are becoming core pillars of resilience as geopolitical and technological disruption accelerates. Organizations must pair proactive AI adoption with stronger cyber defenses to withstand faster, more automated threats.

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