Why AI Will Save The World· Jun 6, 2023
Even without a specific near-term catalyst, the article’s framing implies continued US-led AI buildout and security-driven deployment, favoring AI infrastructure, cloud platforms, cybersecurity, and defense while remaining cautious on China tech exposure.
Position Reasoning
If AI makes it easier for bad actors to do bad things, defensive AI and higher security spend are a logical second-order beneficiary; this expresses the “AI offense/AI defense” arms-race dynamic.