"As intelligence moves into scientific research, drug discovery, energy systems, and financial modeling, new economic models will emerge. Licensing, IP-based agreements, and outcome-based pricing will share in the value created. That is how the internet evolved. Intelligence will follow the same path. This system requires discipline. Securing world-class compute requires commitments made years in advance, and growth does not move in a perfectly smooth line."
"At times, capacity leads usage. At other times, usage leads capacity. We manage that by keeping the balance sheet light, partnering rather than owning, and structuring contracts with flexibility across providers and hardware types. Capital is committed in tranches against real demand signals. That lets us lean forward when growth is there without locking in more of the future than the market has earned."
Intelligence will expand into scientific research, drug discovery, energy systems, and financial modeling, catalyzing new economic models. Licensing, IP-based agreements, and outcome-based pricing will capture portions of value creation. Securing world-class compute demands multi-year commitments because capacity planning can lead or lag usage unpredictably. Organizations should manage mismatches by keeping balance sheets light, partnering rather than owning, and structuring flexible contracts across providers and hardware types. Capital should be committed in tranches tied to real demand signals to enable leaning forward during growth without overcommitting resources beyond market-earned demand.
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