analiza aiqbench
The article primarily uses an industrial history analogy to discuss AI infrastructure dominance rather than focusing on specific AI models, algorithms, or quantum mechanics. Since the core subject is the geopolitical and infrastructural implications of the AI revolution through a historical lens, it does not fit the "Others" category where AI is incidental; instead, it addresses the societal and strategic dimensions of the technology. aiqbench take: This piece argues that just as 19th-century steel ships enabled British global dominance, current geopolitical leadership in AI will depend on building robust underlying infrastructure rather than just developing individual applications. The author suggests that VCs often hand-wave the "Industrial Revolution" comparison without acknowledging the critical need for massive, long-term infrastructure buildouts to sustain technological advantage.
Steel ships, railroads, and data centers: A VC takes the Industrial Revolution analogy seriously

Notable Capital’s Hans Tung argues that in every tech revolution, the geopolitical winner wasn’t the best inventor.
In 2026, Hans Tung and I are talking about 19th-century ships. “The Dutch, the Spanish, the Portuguese—they sailed around the world with beautiful large ships, but they were wooden wind ships,” said Tung, Notable Capital managing partner and early backer of companies like Airbnb, Coinbase, and Anthropic. “The British were the first to scale ships with the steam engine. Adopting steel technology and applying it to the steam engine—that made the British Navy stronger than the rest of the world combined. Without that buildout—steel ships, the steam engine—we wouldn’t even have the American…
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