newsfilter.io

Scott Rubner

Showing 1–1 of 1 transcripts.

  1. Milken Institute36 min

    The AI Investment Cycle: Platforms, Infrastructure, and Markets | Global Conference 2026

    Yun-Hee Kim, Dennis Gada, Tony Kim, Lily Liu, Scott Rubner

    This event analyzes the current trillion-dollar trajectory of global AI capital expenditure, which is driving a structural market shift away from traditional SaaS models toward a three-layer stack dominated by compute and intelligence providers. Key figures from Citadel, BlackRock, and the Solana Foundation discuss the emergence of machine-to-machine financial rails, the geopolitical bifurcation of sovereign AI, and the impending influx of trillion-dollar AI valuations into public markets. The discourse concludes by projecting long-term economic rewiring that will necessitate new frameworks for human capital, cognitive preservation, and decentralized ownership models.