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Major infrastructure trades often look obvious only after the fact. Railroads created fortunes not just through transport, but through the land and networks built around them. Undersea fibre cables were once seen as overcapacity before becoming the backbone of the internet. Investors who identify the infrastructure layer before the applications fully emerge tend to be early to the real value creation. Leopold Aschenbrenner, a former OpenAI safety researcher with no traditional finance background, appears to have identified such an opportunity.

Somewhere right now, an employee is producing what once required an entire team. The difference comes from the tools and systems now embedded in the workflow. As processes become faster and simpler, fewer layers are needed within the company. This evolution is quietly becoming one of the most significant organisational changes of the decade. Many companies are only starting to realise it.

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Fed meeting/FOMC decision from 29 April 2026

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30/04/2026

OpenAI is reportedly building an AI-first smartphone to challenge Apple's mobile dominance.

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