Core Insights - The artificial intelligence revolution is viewed as the defining economic event of our lifetime, presenting an asymmetric risk-reward opportunity that overshadows short-term market volatility [1][2]. Industry Implications - AI is advancing at a pace "100 times faster than the internet," with expectations to reshape entire industries over the next 20 to 40 years [2][4]. - The economic implications of AI advancements are significant, leading to increased productivity and efficiency across industries, which will enhance profitability and help alleviate scarcity [4]. Geopolitical Context - The competition for AI supremacy, particularly between the U.S. and China, necessitates government support for American AI initiatives due to national security concerns, making the infrastructure "too big to fail" [3]. Market Perspective - Concerns regarding overleveraged AI infrastructure companies or the short lifespan of computer chips are dismissed as irrelevant to the long-term AI narrative [6]. - Market corrections are viewed as opportunities, particularly if they stem from sentiment and fear rather than fundamental disruptions to the core AI thesis [7].