{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/69f3a6de71c64370ab5927d8433c880c\" frameborder=\"0\" width=\"1660\" height=\"1245\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1245,"width":1660,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1245,"thumbnail_width":1660,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/69f3a6de71c64370ab5927d8433c880c-a472d8ad359bec5c.gif","duration":2838.438,"title":"How to Invest in AI Without Research","description":"This Loom explains how to invest in AI when you have no time to research by thinking like a long term owner of AI’s physical infrastructure. It argues AI is growing 4 to 5 times faster than the internet, that frontier models are “genius level,” and that hyperscalers have committed about 725 billion dollars this year to AI, largely driving demand for data centers and energy. The presenter outlines a framework of six mega themes including AI infrastructure, energy constraints, geopolitical decoupling, and robotics, and illustrates decoupling with a holding in Energy Fuels (processing rare earths) tied to US China supply chain shifts. It concludes with how Fox Research delivers monthly, weekly, and flash updates via WhatsApp and says Fox Research launches July 24, 2026 with the first 20 members offered a 2500 AUD per year locked rate for life."}