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Applied AI·July 3, 2026·1 min read

Israeli AI Startup Eyes Expansion in Trump-Aligned Latin America

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An AI cybersecurity startup explicitly tying its go-to-market to Trump-aligned Latin American governments shows how polarized politics is becoming a distribution channel. If you sell into public sector or regulated infra, you now have to underwrite political alignment risk alongside product fit.

Applied AI

AI infrastructure stocks have overtaken the tech hyperscalers in a shift UBS calls ‘extraordinary’

Public markets are repricing from “own the platform” to “own the picks-and-shovels”—UBS is calling for 600% value creation in AI infra vs 100% for hyperscalers over four years. If you’re an operator, this means more aggressive infra vendors, richer financing options for hardware-heavy plays, and potentially tougher pricing from suppliers who now see themselves as the growth story.