The Sovereign AI Revolution Reshaping Nations and Markets
Hi, and welcome to Being Exponential, where we explore markets, the economy, tech, and lifestyle through the lens of exponential change.
We missed last week because I was in Montana with my family, unwinding at Flathead Lake near Glacier National Park. I spent summers there as a kid, and now I take my little ones up each year. As plugged-in as I am, there’s something special about disconnecting – but I did get to try out Elon’s Starlink, which delivered blazingly fast internet in a place where cell service barely exists. It’s a reminder that exponential tech is reaching every corner of the world, whether we want it to or not.
Of course, the markets and news never sleep. And as I was in Montana, tensions continued rising in the Middle East. Israel and Iran have exchanged strikes, and betting markets like Polymarket now show a 70% probability of U.S. military action against Iran. That’s up from 40% just weeks ago. Despite this, markets remain calm.
Why? Because AI is the signal.
Without the anchor of exponential innovation, geopolitical shocks like this would send markets spiraling. Instead, investors are looking past conflict, focusing on a more profound transformation: sovereign AI.
https://investorplace.com/hypergrowthinvesting/2025/06/the-sovereign-ai-revolution-reshaping-nations-and-markets/