the AI investment stack.
Sand to Software
Book MeI used to pay Gartner $250,000 a year for less than this.
Alan Eyzaguirre, Cisco Director of Product Management
The economy is at the start of a paradigm shift driven by the adoption of AI — not because everyone says so, but because it's already measurable. In software engineering the transformation has stopped being a forecast: how software gets built, who builds it and what it costs have all moved. Finance and the material sciences are showing the same early signals, with far larger capital consequences.
Most coverage of this shift is vendor theatre or doom narrative — more heat than light. Mark brings something else: analyst-grade understanding across the physical layers that constrain the transition, and the software dynamics compounding on top of them. No hype, just defensible reads of the biggest industrial transition in decades.
You leave with a current, deeply considered read on where value is accruing, where the real bottlenecks are, and which of your assumptions deserve revising — in time to act on it.
Who it's for
Institutional investors, financial advisors, family offices and venture capitalists.
What happens in the room
The session follows the AI investment stack from its physical foundations to its economic applications. Mark starts with materials and energy, connects semiconductors with data centres, then moves through models, harnesses and the applications customers are paying for.
Each layer is examined through the evidence available now: where constraints are moving, how costs and capabilities interact, what is shipping, who is buying, and where defensibility is beginning to settle. Questions sharpen the analysis and connect it to the decisions facing the room.
What they walk out with
- A view of the whole AI market, and how energy, data centres, chips, models, harnesses and applications affect one another.
- A way to distinguish temporary bottlenecks from constraints that may shape costs, margins and growth.
- Better questions for assessing founders, portfolio companies and internal forecasts against the evidence available now.
Formats
One-hour keynote through to a half-day seminar. Pick what works, where you want to focus - and Mark will do the rest.