Pinned
Cost of Trust 2.0 is an iteration and refinement of 1kx's investment thesis.
Generative and agentic AI are creating new categories of trust gaps. Generative AI has created an authenticity crisis for digital media. Agentic AI is increasingly bottlenecked on trust rather than raw
35% of US employment is spent creating trust.
Auditors, notaries, attorneys, courts, custodians, compliance officers. Trust-establishing work is the single largest category in the modern economy.
It is also being repriced.
The repricing started in financial infrastructure.
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