📉 Traditional valuation frameworks are failing in the AI era. Investors must develop conviction in companies building defensible orchestration layers—that’s where alpha lies.
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🔍 The convergence of intelligence doesn’t mean the end of competition. It means value shifts to how intelligence is orchestrated and distributed.
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💸 Don’t be fooled by revenue hype. Frontier AI companies will ultimately be valued on their ability to generate predictable cash flows, high margins, and low churn.
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💡 Investors must focus on financial fundamentals anchored in the new AI moats—cash flows, margins, scalability—not just headline revenue numbers.

⚡️ The AI landscape has fractured into seven strategies: OpenAI, Anthropic, Google, xAI, Meta, Mistral, and DeepSeek. Understanding these divergent paths is key to navigating the next AI wave.

🌐 Orchestration is the new moat. Models like OpenAI’s ChatGPT and Anthropic’s MCP standardize intelligence integration, turning raw intelligence into value.

🤖 As model performance converges (GPT-4o, Claude 3.7, Gemini 2.5 within 5% on MMLU), intelligence is becoming a commodity. The real moat now? Orchestration and distribution.

🚀 The frontier AI race has shifted from raw model power to a new era defined by orchestration, distribution, and efficiency. Investors seeking asymmetric returns must understand this strategic inflection point.

📊 “Orchestration forms the moat, but distribution is the vector for its value.” OpenAI + Microsoft, xAI + Tesla—winning is about aligning orchestration with distribution.
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Google DeepMind unveils AlphaEvolve, a Gemini-powered AI coding agent that designs and optimizes advanced algorithms using an evolutionary framework.

deepmind.google/disc...