The clean-room story about AI was always incomplete. Model competition sits on top of energy systems, shipping lanes, and coercive state power whether Silicon Valley wants to admit it or not.
The AI revolution is a resource-heavy endeavor built on the assumption of a stable global economy. That assumption has just been invalidated.
Retail panics on geopolitical headlines. Institutions position ahead of them. The data from 20 major conflict events says the same thing every time — and right now, the signal is as clear as it gets.