AI Notebook] Structural Shifts in Global Capital Allocation: The Interplay of AI and Physical Infrastructure & The Carbon-Human Premium: Navigating Geopolitical Risk in the Age of Physical AI

$3 trillion in capital is reshaping the global order. From the rise of "Physical AI" supply chains to the death of the legacy degree, rules of the game and the future of work are changing. How should we strategize and survive in this synthetic age?