Listen now (24 mins) | Looking at the next 24 months of AI
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|  I recently set out my macro view on the next 24 months of AI. The response was strong and many of you wrote in with questions. In this episode, I build on that analysis and answer your questions. Some highlights: (03:36) The biggest AI constraint right now (10:43) Why mid-2026 is a crucial turning point (18:41) The market’s reaction to OpenAI’s code red (20:51) The best strategy for middling powers?
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