Justin Fox

Co-founder of Special, an AI startup and technology investment platform, and a former DOGE staffer associated with the General Services Administration and work involving the National Endowment for the Humanities. He previously worked in finance, including at Nexus Capital Management, and founded Vantix Advisors.

Public-Market Capital Is Becoming an AI Infrastructure Advantage

TBPN’s John Coogan and Jordi Hays use Alphabet’s reported $80bn equity raise, Berkshire Hathaway’s investment and a run of founder interviews to argue that AI is pushing capital markets and operating infrastructure back to the center of technology strategy. Their case is that the advantage is moving to companies that can finance enormous compute buildouts, unify fragmented data, own service businesses where AI can be deployed, and build the physical systems — from data centers to space logistics — that make AI useful.

TBPNJun 2, 202630 min read