Executive Summary
Ben Horowitz drops a bombshell that most investors are missing: America already lost the AI culture war. While the Biden administration played Manhattan Project with closed models, Chinese developers captured the open-source heartbeat through DeepSeek—now running inside every major US company and university. The kicker: Google and OpenAI employ so many Chinese nationals that keeping secrets was always delusional. Market Consensus: AI leadership is about model performance and compute power. Varia...
Key Investment Opportunity
The Robotics Infrastructure Arbitrage: Unity as the Development Platform for the 19-Year Buildout
Horowitz reveals that robotics will be 'probably the biggest industry' but faces a 19-year development timeline similar to autonomous vehicles. The market is focused on humanoid robot manufacturers while missing the infrastructure layer. Unity provides the 3D development platform, simulation environ...
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