Network effects versus stickiness

With AI moving from apps into the devices we use every day, Reid and Aria explore where the real value will be created. From Google Gemini powering hundreds of millions of devices to ChatGPT entering cars, Reid argues that distribution alone won’t decide winners but that depth of use, iteration, and personalization will. They also examine the $650B race to build AI infrastructure, the hidden bottlenecks and geopolitical risks behind it, and why U.S. capital still provides a key edge. Finally, they highlight the Trust in American Institutions Challenge and its winner as a case for how AI can help rebuild trust by making institutions more transparent and accountable.