Markets Hub
Markets reveal which technology becomes infrastructure.
Vastkind follows capital flows, business models, platform shifts, supply chains, public-market narratives, monopolies, and the economic incentives around frontier technology.
ChatGPT Is Becoming Financial Infrastructure
The market question is not only whether AI can answer. It is whether it becomes an interface for decisions, products, and risk.
Read the analysisStart with incentives
Three entry points into Vastkind’s market coverage.
AI is becoming a financial interface.
When chat becomes decision support, trust and liability enter the product.
Supply warsHBM is deciding the AI supply war.
Memory bottlenecks can matter as much as model architecture.
Energy marketsEnergy is escaping the solar farm.
New formats change where power can be produced, financed, and used.
Latest signal
The market is pricing infrastructure, not just invention.
Updated as technical bottlenecks become economic pressure.
The map
Where markets translate technology.
Who can fund scale before returns are obvious.
Where bottlenecks create pricing power.
Where users and workflows become defensible distribution.
Where public markets overread or underread the shift.
The capital-intensive AI layer.
Core reads