Macro positioning
Scenario analysis and portfolio tilts for public markets as AI adoption accelerates across sectors.
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The AI Economy Briefing
Actionable insights and provocative perspectives on how automation is rewiring markets, labor, and power. Delivered fresh to your inbox every Thursday morning.
- Step-by-step playbooks for investors and operators navigating AI disruption.
- One big idea, one chart, and one policy pulse in every issue.
- Curated reads and interviews from FutureFunds.ai researchers.
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Issue No. 19 · March 2024
The Labor Dividend — When Cobots Become Colleagues
This week we unpack how collaborative robots are reshaping manufacturing output, the legislative wave forming around synthetic data, and the equity strategies that benefit from AI-enabled productivity surges.
- Field Note: Inside a midwest plant where AI copilots every workstation.
- Signal Chart: Capital expenditures shifting from hardware to orchestration layers.
- Policy Pulse: Why the EU’s transparency clauses could become the global norm.
What subscribers receive
Operator playbooks
Tactics for revenue leaders, product teams, and policy shapers rolling out intelligent systems responsibly.
Research briefs
Digestible write-ups from FutureFunds.ai labs with models, benchmarks, and implementation notes.
Community intel
Signal from portfolio companies, regulators, and academics sourced directly from the FutureFunds.ai network.
Recent issues
Catch up on the latest dispatches to prepare your organization for the AI-native economy.
Issue No. 18 · March 2024
Capital Allocation in the Age of Agents
How treasury teams are weighing human-in-the-loop guardrails as AI agents take over procurement.
Read issueIssue No. 17 · February 2024
The On-Demand Workforce OS
From policy proposals to productivity data, we map the rise of automated labor marketplaces.
Read issueIssue No. 16 · February 2024
Energy Grids Meet Large Models
Why inference demand is rewriting utility curves and what investors should track in the next 24 months.
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