Heath Ahrens
@heathahrens
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Proven founder (100+ apps, multiple exits) & early-stage investor in A16Z-backed startups | Democratizing AI & sharing insights on tech disruption
Puerto Rico
Joined May 2009
Just look at the infrastructure they're building: • Global networks of quantum computers • Massive AI-optimized data centers • Custom AI chips and processors • Private power plants to fuel it all This isn't about technology anymore –– it's about raw power.
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The concentration of power is crazy. These four companies alone will spend more on AI in 2025 than most countries spend on their entire military. This scale of investment is unlike anything we've seen before:
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This race is so much more than better chatbots or image generators. It will decide who controls the fundamental infrastructure of the global economy. The companies that build this infrastructure will become more powerful than most nations. But there's a dark side to this:
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They'll control the infrastructure that powers: • Finance • Education • Healthcare • Transportation • Manufacturing Everything –– that's why the stakes are so high:
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If they don't move fast, China could dominate the future of AI. That's why they're going all in now. And the winners of this AI arms race won't JUST dominate technology:
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China. DeepSeek just proved they can build powerful AI models for under $6M. Compare that to the billions spent by US companies. This created a "Sputnik moment" in Silicon Valley & the tech giants realized...
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They're creating an AI toll road. Every time a company wants to use AI, they'll have to pay Amazon, Microsoft, or Google. It's the ultimate land grab. But there's another factor driving this massive investment:
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Amazon is throwing $100B at building massive networks of AI-optimized data centers. Why? Because every company that wants to use AI will need somewhere to run it. And this reveals their strategy:
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It's about who can build the infrastructure to power it. Think of it like the California Gold Rush... The real money wasn't in finding gold –– it was in selling picks and shovels. Here's what's really going on:
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By 2030, AI will add $15.7 trillion to the global economy. That's more than the current GDP of Japan, Germany, India and the UK...combined. But the real battle isn't about who can build the best AI:
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They believe AI will be bigger than: • The internet • Social media • Mobile phones • Cloud computing Combined. And the numbers back this up:
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AI. After DeepSeek unveiled its new AI model, these companies lost $600 billion in market value. The market panicked. But Big Tech didn't flinch because...
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These numbers will blow your mind... Amazon: $100B+ Microsoft: $80B Google: $75B Meta: $65B That's more than the GDP of most countries. And it's all going into one technology...
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OpenAI abandoned their original mission of democratizing AI. Now they're just another closed-source tech giant burning billions. Breakthroughs are already coming from the open-source community, it's just getting started...
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