The trillion-dollar companies of the next decade
Most AI analysis asks which model wins. This publication asks the question after that: when intelligence gets cheap, where does the value go?
When Intelligence Is Free maps the post-AI economy along two axes: where existing value re-pools as cognition becomes abundant, and what becomes newly possible that never worked before. Essays build the map through zones, mechanisms and scenarios. Once a quarter, a watchlist records which way the evidence moved and where the map is wrong.
I write it as an investor, not a commentator: my own capital sits behind this framework. The judgment comes from twenty years on every side of the table: a decade as a consulting Partner delivering Fortune 500 technology transformation; product leadership through DEGIRO’s scale-up and acquisition into Europe’s largest listed online broker; Partner in a €100M fintech venture group; and a startup I founded and funded.
Transform, build, scale, exit, and now allocate.
I also advise selectively on where AI changes enterprise value, operating leverage, defensibility and market structure. If that is the question on your desk, my inbox is open: vlad@whenintelligenceisfree.com
