Every general-purpose technology arrives twice: first as a headline, then as infrastructure. Artificial intelligence is completing that transition, and the estimates of its economic value have moved from speculative to merely staggering.
Every general-purpose technology arrives twice: first as a headline, then as infrastructure.
The risk for developing economies is familiar. Value can accrue to where models are trained and capital is concentrated, leaving everyone else to rent capability they do not own. Without deliberate investment, AI becomes another channel of external dependence rather than a tool to diminish it.
U/Labs exists to bend that curve — building financial products and digital solutions tuned to emerging markets, so that the technology sector vertical compounds local capacity rather than extracting from it. The $6 trillion is real; the question is who builds the rails to capture it.
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