Part 12/13:
- While industry insiders aren’t yet fully aligned on timelines, the potential for massive breakthroughs is clear.
Conclusion: A Massive, Interconnected Super Cycle
Winton’s overarching message: we are only in the early days of a massive super cycle driven by AI infrastructure, applications, and ecosystem battles. The convergence of technological innovation, strategic corporate investments, and the fundamental capability of AI to solve real-world problems suggests tremendous value creation.