Antonio Linares
The AI ReVolution is Just Getting Started.
10/6/2025, 5:01:05 PM
Economic Summary
- AI will become atomized like electricity: initial centralized 'power plants' followed by ubiquitous 'plugs' embedding intelligence throughout the economy, changing how services are delivered.
- The primary value of the AI boom will be delivered via edge inference on billions of devices (phones, laptops, fridges, cars, satellites, medical devices), creating a huge market for personalized, cost-competitive chips.
Bullish
- Personalized edge AI chips will capture most of the AI value chain.
- Inference on billions of devices (phones, cars, appliances, medical devices) creates massive demand.
- Competitively priced custom chips can undercut rivals and become widespread.
Bearish
No bearish cases captured.