Gravity Wells

Economic dynamics where scarce resources flow disproportionately to entities with the greatest ability to pay and deploy, creating self-reinforcing concentrations of power. In the AI economy, gravity wells form around three critical bottlenecks: compute (with TSMC packaging capacity initially allocated to Apple and NVIDIA), power (with Microsoft and Meta securing nuclear plants through 20-year contracts), and talent (with top engineers concentrating at leading AI labs). For organizations competing in the AI era, understanding gravity wells determines whether you capture resources or scramble for scraps—those positioned at the center don't just get resources, they define what resources are worth.