This week's roundup covers the massive structural shift of global liquidity into AI infrastructure and the resulting 'AI Dutch Disease' impacting labor demand. We also examine the weaponization of US hyperscaler dominance and the pivotal transition from digital software tools to autonomous agentic actors.

Read this edition in full at https://www.pers-int.com/macro-geopolitics-ai-blockchain/weekly

0:00 - Introduction 1:24 - The Great AI Capital-to-Labor Reallocation 5:59 - The Emergence of a High-Cost, Debt-Driven AI Infrastructure Loop 12:16 - The Weaponization of Physical and Digital Interdependence 17:09 - The Transition from Software Utility to Agentic Autonomy 22:00 - Conclusion

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