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The Infrastructure Bottleneck: When Compute Scarcity Reorders Capital
This week's edition examines the shift from algorithmic competition to a structural struggle over physical assets, from data center power grids to maritime logistics. We analyze how the escalating AI arms race and geopolitical friction in energy corridors are forcing a fundamental reconfiguration of global liquidity and credit risk.
Explore the full visual digest at pers-int.com
0:00 - Introduction
0:37 - The AI Arms Race and Compute Constraints
8:47 - The New Era of Private Liquidity
16:06 - Real Assets and the Tax Alpha Strategy
18:13 - Geopolitical Friction and Commodity Plumbing
20:18 - Credit Tension and Private Debt Risks
22:16 - Conclusion
Referenced sources:
iCapital's Kunal Shah - the private markets mindset wealth managers need live from iCapital Connect (Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets)
Episode 38 The Model Revolution Scaling Private Markets Access Through Technology and Education with Guest Dana D'Auria, Envestnet Solutions (Alternative Allocations with Tony Davidow)
Broadcom Slides by Most in More Than a Year on AI Outlook Miss (Bloomberg Intelligence)
SpaceX Wants Fee Cut From Bankers Chasing $500 Million Windfall (Bloomberg Intelligence)
Barry Diller Offers to Buy Rest of MGM in Deal Valued at Nearly $19 Billion (Bloomberg Intelligence)
Dell Soars Most in Two Years on Outlook Fueled by AI Servers (Bloomberg Intelligence)
Software as a Coworker w Vista's Robert Smith (Dry Powder: The Private Equity Podcast)
The AI Investment Boom When Will It Pay Off (Exchanges)
How Deutsche Bank got its groove back (FT News Briefing)
Intel looks to level up in AI race (FT News Briefing)
What NAV Is Really Signalling in Private Markets Alex Branton, Nodem Capital (Fund Shack Private Equity Podcast)
E382 Why Venture Capital Has a $3 Trillion Liquidity Problem (How I Invest with David Weisburd)
E381 A16Z Partner The Tax Strategy Hidden Inside Real Estate (How I Invest with David Weisburd)
E380 How Billionaire Family Offices Actually Invest (How I Invest with David Weisburd)
Cheyne's Stuart Fiertz on Private Credit's Slow-Motion Stress Test (In Conversation with Julie Segal)
Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - (Invest Like the Best with Patrick O'Shaughnessy)
MacroVoices #535 Michael Every NAFTA and NAPTHA - Warcraft & Fartcraft (Macro Voices)
Inside Hudson River Trading's Blistering Token Burn (Odd Lots)
The Hidden Plumbing of Commodity Finance (Odd Lots)
Gita Gopinath on Why Interest Rates Have Surged All Around the World (Odd Lots)
A GP and LP unpack best (and worst) practices in co-investment (Private Equity Spotlight)
The evergreen effect Secondaries' newest investors (Secondaries Investor’s Second Thoughts)
Goldman Sachs Sees 'Uncomfortable Tension' in Credit Markets (The Credit Edge by Bloomberg Intelligence)
Real Estate After the Reset (The View From Apollo)
This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.
View all episodes
By Personalised IntelligenceThis week's edition examines the shift from algorithmic competition to a structural struggle over physical assets, from data center power grids to maritime logistics. We analyze how the escalating AI arms race and geopolitical friction in energy corridors are forcing a fundamental reconfiguration of global liquidity and credit risk.
Explore the full visual digest at pers-int.com
0:00 - Introduction
0:37 - The AI Arms Race and Compute Constraints
8:47 - The New Era of Private Liquidity
16:06 - Real Assets and the Tax Alpha Strategy
18:13 - Geopolitical Friction and Commodity Plumbing
20:18 - Credit Tension and Private Debt Risks
22:16 - Conclusion
Referenced sources:
iCapital's Kunal Shah - the private markets mindset wealth managers need live from iCapital Connect (Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets)
Episode 38 The Model Revolution Scaling Private Markets Access Through Technology and Education with Guest Dana D'Auria, Envestnet Solutions (Alternative Allocations with Tony Davidow)
Broadcom Slides by Most in More Than a Year on AI Outlook Miss (Bloomberg Intelligence)
SpaceX Wants Fee Cut From Bankers Chasing $500 Million Windfall (Bloomberg Intelligence)
Barry Diller Offers to Buy Rest of MGM in Deal Valued at Nearly $19 Billion (Bloomberg Intelligence)
Dell Soars Most in Two Years on Outlook Fueled by AI Servers (Bloomberg Intelligence)
Software as a Coworker w Vista's Robert Smith (Dry Powder: The Private Equity Podcast)
The AI Investment Boom When Will It Pay Off (Exchanges)
How Deutsche Bank got its groove back (FT News Briefing)
Intel looks to level up in AI race (FT News Briefing)
What NAV Is Really Signalling in Private Markets Alex Branton, Nodem Capital (Fund Shack Private Equity Podcast)
E382 Why Venture Capital Has a $3 Trillion Liquidity Problem (How I Invest with David Weisburd)
E381 A16Z Partner The Tax Strategy Hidden Inside Real Estate (How I Invest with David Weisburd)
E380 How Billionaire Family Offices Actually Invest (How I Invest with David Weisburd)
Cheyne's Stuart Fiertz on Private Credit's Slow-Motion Stress Test (In Conversation with Julie Segal)
Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - (Invest Like the Best with Patrick O'Shaughnessy)
MacroVoices #535 Michael Every NAFTA and NAPTHA - Warcraft & Fartcraft (Macro Voices)
Inside Hudson River Trading's Blistering Token Burn (Odd Lots)
The Hidden Plumbing of Commodity Finance (Odd Lots)
Gita Gopinath on Why Interest Rates Have Surged All Around the World (Odd Lots)
A GP and LP unpack best (and worst) practices in co-investment (Private Equity Spotlight)
The evergreen effect Secondaries' newest investors (Secondaries Investor’s Second Thoughts)
Goldman Sachs Sees 'Uncomfortable Tension' in Credit Markets (The Credit Edge by Bloomberg Intelligence)
Real Estate After the Reset (The View From Apollo)
This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.