AI has become an infrastructure problem

This week I was at Futurecom at the invitation of Lamerica Tech and Jackie Chen. Thank you for the trust. Standing alongside the people building infrastructure changes the quality of the questions we bring back to our companies.

My takeaway from the event, for those of us who sit on Boards:

The conversation about artificial intelligence is no longer about software. It is about what sustains the software: connectivity, data centers, energy, and security. AI has become an infrastructure problem.

And infrastructure has a trait Boards tend to underestimate: timelines are long, contracts are long, and so are the mistakes.

The question for the next Board meeting is not "which AI tool should we adopt?" It is "can our foundation support the strategy we are approving?"

Those who answer it first capture the gains. Those who answer it later pay the cost of adapting.

TI Inside's coverage, in Portuguese, sums up this year's agenda well: https://lnkd.in/d9C2Ah5S