The AI Reflexivity Loop (this moment will define you)
You are either a disrupter or being disrupted. It is your choice
The AI Reflexivity Loop (Video Breakdown)
We are standing inside the biggest technological shift in human history. Not approaching it. Inside it.
Most people are watching from the sidelines, consuming headlines about AI without any framework for how the pieces fit together. They see the noise but can’t hear the signal. That gap is where fortunes are made and destroyed.
Today I’m closing that gap. I built a 79-slide presentation that maps the entire AI ecosystem from first principles. By the end, you will have:
A framework that organizes all of AI into 3 simple buckets and shows how each one feeds the others
A direct line from those buckets to GDP growth
A company-by-company map of who is winning, who is losing, and why
The specific signals to watch so you know when the regime is shifting
You are either going to be a disruptor or you are going to be disrupted. There is no middle ground. The only thing that separates those two outcomes is whether you choose to understand what’s actually happening.
Full Video Breakdown
I’d encourage you to watch this in full. The structure builds on itself deliberately, and the final sections are where the real edge lives.
The Slide Deck
For those who want to move through the material at your own pace, reference specific charts, or share sections with your team, the full 79-slide deck is linked below.
This is the same presentation from the video above. Use it as a companion resource or a standalone reference. Every chart, every framework, every company map is in here.
The Four AI Trading and Business Playbooks
The video and slide deck give you the architecture. These four reports give you the depth.
Each one takes a specific layer of the AI ecosystem and maps it in granular detail: the supply chains, the unit economics, the competitive positioning, the inflection points most analysts are still missing.
If you’re serious about not just understanding this shift but positioning ahead of it, these are the resources that let you go from framework to execution.
Monday Live: From Framework to Actionable Positioning
AI Livestream on Monday, February 23 at 1:30 PM ET
This Monday, I’m going live to break down the macro data points confirming or challenging the thesis in real time.
I’m also going to be releasing proprietary models I have never shared before that display the technical dynamics across this entire space, on both a macro and individual stock basis.
Only the people who show up to the livestream will get these models! Be there!
The livestream will be at this YouTube link (be sure to save this!)
Be the disruptor or be disrupted.
The information on this website/Substack is for information purposes only. It is believed to be reliable, but Capital Flows does not warrant its completeness or accuracy. The information on the website/Substack is not intended as an offer or solicitation for the purchase of stock or any financial instrument. The information and materials contained in these pages and the terms, conditions and descriptions that appear, are subject to change without notice. Unauthorized use of Capital Flows websites and systems including but not limited to data scraping, unauthorized entry into Capital Flows systems, misuse of passwords, or misuse of any information posted on a site is strictly prohibited. Your eligibility for particular services is subject to final determination by Capital Flows and/or its affiliates. Investment services are not bank deposits or insured by the FDIC or other entity and are subject to investment risks, including possible loss of principal amount invested. Your use of any information which is proprietary to Capital Flows or a third-party information provider shall only be used on individual devices without any right to redistribute, upload, export, copy, or otherwise transfer the information to any centralized interdepartmental or shared device, directory, database or other repository nor to otherwise make it available to any other entity/person/third party, without the prior written consent of Capital Flows.
Looks great, live stream will be 2:20am for me so while the call to action to show up or don't get the models is great. As a subscriber please be considerate that e all don't live in the US (think global)
I I appreciate your work so much. Thank you very much!