AI Value Concentrates in America

The idea

I believe the AI boom's value keeps concentrating in the US, since top technologists, including India's best founders and engineers, choose it for far better economic rewards. Since the breakout startups themselves are private, I own what captures that value instead: the big platforms that hold stakes in the labs, US-listed companies led by Indian-born builders, the inference clouds those startups rent compute from, and the exchanges and banks that benefit when this generation eventually lists.