We are entering a period where innovation is no longer linear or easily compartmentalized. Intelligence is evolving from a software capability into a foundational layer across infrastructure, hardware, biology, and decision-making systems.
Traditional investment frameworks — grounded in sector classifications, historical cycles, and incremental adoption — struggle to capture this shift, as they assume stable competitive dynamics and gradual change. In reality, falling intelligence costs and rapid scalability are compressing timelines and reshaping industries at a structural level.
Rather than focusing on individual technologies or products, we examine how intelligence migrates across systems. Capabilities that first emerged in digital interfaces are now enabling autonomous software agents, physical machines, and accelerated scientific discovery. These developments unfold in overlapping phases that reinforce one another, creating compounding effects across sectors and geographies.
The timeline below illustrates this progression — providing a structured view of how embedded intelligence is evolving and where the next inflection points are likely to emerge.
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