May. 26 at 8:39 PM
$ICP.X
$MSFT $GOOGL Chris Hohn’s massive reduction in Microsoft and increased position in Alphabet may signal something bigger than a portfolio rebalance. The AI era could weaken traditional software moats built on per-user licensing models, while strengthening infrastructure, data, distribution and compute power.
That’s where Internet Computer (ICP) becomes interesting. While most still see ICP as “just crypto,” its real vision is sovereign cloud infrastructure: decentralized compute, onchain AI, data sovereignty and cloud services without hyperscaler dependence.
As AI reshapes the tech landscape, the key question is no longer just who owns the best software — but who controls the infrastructure, compute and AI layer itself.
The next tech cycle may belong to sovereign AI infrastructure, not traditional SaaS.
