Inside Wealth: Markets are underpricing the risk of Middle East pullback in AI, says tech investor Jack Selby
Original Report
Middle East investors account for roughly a quarter of global AI investments over the next 5 years, said Jack Selby, managing director of Thiel Capital.
Glass House Analysis
International economic policy has concrete impacts far beyond diplomatic circles. Tariffs show up in the price of goods at stores, supply chain disruptions affect whether products are on shelves, and trade tensions can mean job losses in export-dependent industries. The globalized economy means that decisions made abroad can affect workers and consumers domestically.
The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.
Enjoyed this analysis?
Get the Glass House Briefing every morning—market news that actually makes sense, delivered free to your inbox.
No spam. Unsubscribe anytime.
More Stories
Reddit reports 69% jump in revenue, topping analyst estimates
Reddit reported first-quarter earnings and revenue that exceeded Wall Street expectations.
Saving for retirement when you make less than $35,000 won’t be much easier with Trump’s new executive order
Experts have been working to fix this problem for decades — but outside of workplace plans, success has been hard to come by.
SpaceX may face an easier path to S&P 500 entry if these newly proposed rules take hold
As SpaceX, Anthropic and OpenAI reportedly gear up for IPOs, S&P Dow Jones Indices is considering whether to allow ‘fast-track’ entry and relax profitability requirements.
Rivian renegotiates DOE loan down to $4.5 billion, adjusts capacity plans for Georgia plant
The DOE loan was previously set to support two phases of production for a total of 400,000 units annually.