Sovereign alpha: An investment thesis for a scarcer world
Software is no longer the primary driver of alpha; physical sovereignty is. Market value is shifting from “software-only” models to “control points” where technology meets physical security and national resilience. In this new operating environment, capital is moving away from pure digital scalability and toward the “Sovereign Alpha”—the premium generated by infrastructure that ensures a [...] The post Sovereign alpha: An investment thesis for a scarcer world appeared first on e27 .
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Sovereign alpha: An investment thesis for a scarcer world Why it matters: AI News is tightening safety and control boundaries, which matters for teams evaluating prompt injection risk, browser safety, and how reliably agents follow trusted instructions. Source: E27 https://a...
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