Series · 2 parts
From Renting Tokens to Owning AI Assets
An executive series on the AI ownership ladder and the strategic shift from rented tokens to durable assets.
In this series
All writing- From Renting Tokens to Owning AI Assets — Part 1: The Rent-vs-Own QuestionThe AI bill doubled every six months. We stopped trying to shrink it and started asking a different question: what should we actually own? Part 1 of a 2-part executive series on the portfolio decision.
- From Renting Tokens to Owning AI Assets — Part 2: What It Means to Own AI AssetsThe phrase 'own AI assets' is usually shorthand for 'host a model ourselves.' That is the thinnest version of the move. Six rungs, a balance-sheet shift, and the one asset class almost nobody is buying yet — but should.