Following the Money
What investors are actually betting on, and what they are hedging against. A pressure-and-motivation reading of AI capital allocation in 2026 — from Brad Gerstner's structural FOMO to Jamie Dimon's bond-crisis warnings to Mark Carney's eighteen-month electoral window.
Pumulo SikanetaMay 3, 2026agentic-aicapital-marketssovereign-capitalventure-capitalinfrastructure
