Strategy Report
First-Mover Non-Advantage: The Achilles’ Heel of The AI Trade
The rush to build AI infrastructure is based on a false premise: that there are significant advantages to being the first to come to market.
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BCA Research | Global Investment Strategy
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
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