Houman Asefi
@houmanasefi
Shipped $ 50M+ AI systems (ex-Cisco)
AI economic infra: compute, energy, adoption and national competitivenes
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471 Following 2.7K Followers
The biggest mistake governments are making about AI:
They think AI is a software race.
It isn't.
It's an industrial infrastructure race.
A nation without compute is a nation renting intelligence from someone else.
A country that does not control:
energy
chips
data centers
AI infrastructure
will become a customer.
Not a competitor.
We learned this lesson before.
Oil shaped the 20th century.
Compute will shape the 21st.
AI policy cannot just be about safety and regulation.
It needs to be about industrial strategy.
Follow me if you want to understand the economy being built underneath AI.
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