<![CDATA[The Bottleneck Investor's Substack]]>https://thebottleneckinvestor.substack.comhttps://substackcdn.com/image/fetch/$s_!EBV_!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2ea86492-b693-4da4-80eb-c5edd3dce529_1254x1254.pngThe Bottleneck Investor's Substackhttps://thebottleneckinvestor.substack.comSubstackFri, 17 Jul 2026 10:25:11 GMT<![CDATA[Chapter 2: Why Is The AI Revolution Happening Now?]]>https://thebottleneckinvestor.substack.com/p/why-is-the-ai-revolution-happeninghttps://thebottleneckinvestor.substack.com/p/why-is-the-ai-revolution-happeningTue, 09 Jun 2026 21:27:26 GMTArtificial intelligence has been studied for decades. Machine learning has existed for years. Yet it wasn’t until recently that AI became one of the most important technological and economic forces i…

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]]><![CDATA[Chapter 1: The Bottleneck Thesis]]>https://thebottleneckinvestor.substack.com/p/the-bottleneck-thesishttps://thebottleneckinvestor.substack.com/p/the-bottleneck-thesisSun, 07 Jun 2026 15:27:02 GMTWhy I Stopped Looking for Individual AI Winners

Everyone wants to know which AI company will win, will it be:

OpenAI?

Anthropic?

Google?

Meta?

Amazon?

Or Elon?

The more I studied the AI ecosystem, the more …

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