The AI Revolution’s New Stack — Energy → Chips → Infrastructure → Models → Apps
Podcast: FINTECHTALKPublished On: Mon Mar 02 2026
Description: A macro walk-through of why energy is the new moat, chips are sovereign assets, infrastructure is being rebuilt, and apps are collapsing into models as workflows get redesigned for an agentic future. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit substack.fintechtalk.ivalley.co/subscribe
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