Hello everyone,
Here is the podcast version created with NotebookLM. The goal of this podcast is to provide additional insights and perspectives on the topics covered in our published editions.
This first episode explores sovereign AI, the subject of this article. Feel free to read it before or after listening to the podcast.
The $600 Billion Sovereign AI Race
Whenever a new market emerges, most of the attention goes to the product people can see.
As a reminder, if you want to go beyond the analysis we share in the podcast and our publications, you can now explore more than 100 portfolios on the platform we launched a few days ago: Altis.finance/terminal.
Altis Terminal brings together all our investment theses in the form of live portfolios, complete with trade histories, performance tracking, updates, and more.
The platform normally costs $499 per year, but as a Macro Notes Premium subscriber, you receive access at no additional cost. It is included in your $300 annual subscription, along with all previously published premium content and every future edition and research report.
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