The Intelligence Theft: Geopolitics of Model Security

The AI landscape shifted today as Anthropic formally accused Chinese AI labs of industrial-scale model theft. This move signals a transition from general competition to a "fortress" mentality in LLM development. For enterprise leadership, this underscores that AI is no longer just a productivity tool but a critical piece of intellectual property that requires national-security-level protection.

The Monetization Layer: AdSense for AI

A significant economic shift is emerging with the development of "AdSense for AI" by firms like Koah. As users move away from traditional search engines toward agentic workflows, the old advertising models are failing. This new monetization layer suggests a future where AI agents themselves are the primary consumers and distributors of sponsored information, fundamentally changing the cost structure of digital reach.

Infrastructure and Globalization: The 10% Reality

On the economic front, the implementation of 10% global tariffs by the U.S. administration is beginning to ripple through the supply chain. Simultaneously, India's aggressive $184 billion asset monetization program for ports and roads highlights a global divergence: while the West focuses on trade barriers, emerging markets are doubling down on infrastructure liquidity to fuel the next five years of growth.

Strategic Impact for the Next 5 Years:

• Sovereign AI: Expect a surge in "private" and "localized" AI clusters as companies and nations fear industrial espionage.
• Agentic Economy: Marketing spend will shift toward "AI Citations" rather than traditional SEO, as being the cited source for an agent becomes the new "Page 1."
• Supply Chain Friction: The combination of tariffs and infrastructure shifts will force a massive re-evaluation of global logistics hubs, with India positioning itself as a primary alternative to existing corridors.