AI infrastructure investor. Power, cooling, memory, networking: the bottlenecks. MA Economics | UK senior treasury analyst | Public track record since 2025
Remember cars?
> Yeah, everyone went back to horse and carriage.
Remember computers?
> Yeah, everyone went back to typewriters.
Remember the internet?
> Yeah, everyone went back to the Yellow Pages.
Remember smartphones?
> Yeah, everyone went back to Nokias.
Remember AI?
> Yeah, everyone went back to doing it manually.
Once a generational shift happens, there's no going back.