Where AI Value Actually Goes (Hint: Not Model Companies)

Jeff Bezos is raising $100 billion for Project Prometheus to acquire manufacturing companies and transform them with AI. Mark Zuckerberg is building a personal AI CEO agent to bypass management layers at Meta. The question: where does AI value actually accrue? Ram Ahluwalia argues the consumer wins. Venture capital is subsidizing the real economy through tools like Claude that lose money but deliver massive productivity gains. Chris Perkins says people are resilient and will adapt the way influencers emerged from the internet era. The conversation takes a darker turn when Ram warns that declining birth rates combined with cheap robots lower the cost of conflict. When soldiers cost $8,000 at scale, the calculus for war changes entirely. This clip is from a longer conversation on Iran, the Fed, and AI. Full episode here: https://www.youtube.com/live/8Pr-oa4N0Bo?si=rfIKIOHRIjYQSWIh Follow @bitsandbips