New on AI Almost Daily: why I own EMR TYL PSN DELL — four companies quietly building the AI infrastructure that runs cities, utilities, & democratic institutions.
Not a hot take. Not financial advice. Less than $1,500 skin in the game BUT: Entirely an excuse to think carefully about which companies deserve to exist.
Environmental thesis. Governance thesis. Social equity argument. Illustrated.
https://flextalks.org/ai-almost-daily/articles/investing-in-the-invisible-stack.html
#AI #Infrastructure #CleanTech #Sustainability #SociallyResponsibleInvesting