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AGI Industrial ChainYanik•Mar 14, 2026•20 min readThe 9-layer industrial stack behind AGI: 134 GW of power, $20B chip fabs, $650B+ annual capex. A layer-by-layer breakdown of who wins and what breaks.AI IPO Race 2026Yanik•Mar 22, 2026•13 min read$3.1 trillion in combined market cap. Anthropic at $380B, OpenAI targeting $1T, SpaceX-xAI merging at $1.25T. Valuations, revenue, risks, and what it means for investors.AI Valuation GapYanik•Mar 29, 2026•12 min readA technical analysis of the $2.9 trillion capex wall and the structural rotation from hardware 'Enablers' to software 'Industrializers', and why the market is mispricing the terminal value of AGI.
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