Justin Wu|Sep 14, 2026 23:07
The AI trade doesn’t have to be about guessing which model or app wins.
The cleaner thesis might be owning the infrastructure every one of them depends on.
More AI adoption means more demand for compute, chips, networking and power regardless of who ends up #1.
That’s what makes BUILDOUT interesting by @reseveprotocol
25 companies capturing the physical buildout behind AI, bundled into one onchain basket.
Explore the infrastructure behind BUILDOUT ↓
https://app.reserve.org/bsc/index-dtf/buildout/overview
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