ZTrader Macro & AI Notes

ZTrader Macro & AI Notes

ENGINEERED DEPENDENCY

How the AI Infrastructure Play Became a Closed-Loop Moat

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Dorian
May 14, 2026
∙ Paid

The race to build AI is not a race to build intelligence. It is a race to become the substrate upon which all future intelligence depends — and then to make that substrate irreplaceable.

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