Which parts of the memory chip supply chain (fabrication, equipment, packaging, cloud hyperscalers, GPU makers, etc.) are most likely to capture the majority of value over the next 5–10 years?

Conversely, which traditional software or IT service business models are most at risk of commoditization or displacement?

Do you expect AI to reshape gaming, real-time engines, and interactive software industries economically?

Will value shift toward engine/platform owners, content/IP owners, or AI infrastructure providers?

Which parts of the semiconductor and memory supply chain do you think are economically, strategically, stastistically or mathematically more likely to capture the most economic value?

Which tech and software business models are most defensible in an AI-first world?

Which companies or sectors are most likely to outperform globally due to AI and compute demand? etc