Mapping the Infrastructure and Intelligence Layers of AI
Forthcoming
Zenos Perspectives
Research that shapes
our conviction.
Notes from the intersection of frontier technology, industry structure, and private markets.
AI Infrastructure · 2026
Data Is the Compounding Layer of AI
Models will continue to change. Enterprise data infrastructure compounds—and may become the more durable source of strategic control.
Read the note →Investing Across the AI Capital Cycle
Forthcoming