📍 The center of gravity in tech is moving — out of the cloud and into the economy itself. ⸻ Hey Builders and Happy Sunday! Across the global economy, intelligence — particularly artificial intelligence — continues to emerge as a new factor of production. Factories, grids, and labs are beginning to treat algorithms the way they once treated electricity: as a basic input that determines what’s possible. For the first time, machines are learning to make things they don’t yet understand. It’s unfolding quietly in data centers and production lines where code meets steel — where intelligence is becoming as essential to growth as power itself. The Sunday Brief this week isn’t about prompts or models; it’s about power — who generates it, who distributes it, and who gets left out. From Seoul’s GPU-driven “AI factories” to Washington’s political standoffs, intelligence is moving off the screen and into the real economy. The race to control that infrastructure — chips, energy, compute — is now shaping both markets and elections. ⸻ 🗞️ Top Story Barack Obama’s return to the campaign trail drew overflow crowds in Newark — but the real headline was who wasn’t on the ballot. His rally for Mikie Sherrill turned the New Jersey governor’s race into a referendum on Trump-era tariffs, immigration, and the ongoing shutdown. Obama framed the economy as one “built for billionaires,” while voters described their ballots as “more about Trump than Trenton.” (Fox News, Nov 2 2025) (Reuters, Nov 2 2025) (New Jersey Monitor, Nov 1 2025) (AP, Oct 27 2025). 💡Founder takeaway: Policy is a balance-sheet risk. If your margins depend on imports, labor pipelines, or federal grants, scenario-plan tariffs, shutdowns, and state-level volatility now — before they rewrite your costs. ⸻ ⚡️ Quick Briefs ▪️AI — SK Group and Nvidia are building a $1 billion “AI factory” in South Korea housing 50,000 GPUs to automate manufacturing and logistics (Sunday Guardian, 2025). 💡Founder takeaway: the industrial internet is being rebuilt with compute, not code. ▪️Venture — Sequoia Capital raised $950 million for early-stage AI infrastructure startups, signaling deep-tech’s return to investor favor (Benzinga, 2025). 💡Founder takeaway: the next frontier is hardware-enabled intelligence — long-cycle, capital-intensive, and defensible. ▪️Capital — Global AI investment has topped $193 billion YTD, accounting for more than half of global venture flow (PYMNTS, 2025). 💡Founder takeaway: capital is concentrating. Align with funds building conviction, not momentum. ⸻ 🧭 Builder Insights 1️⃣ Compute is the new currency. Secure access like funding. 2️⃣ Partnerships now matter more than patents — you can’t scale infrastructure alone. 3️⃣ The next generation of unicorns will merge physical and digital — hardware, energy, and intelligence under one roof. ⸻ 💬 Quote of the Day “AI is the new electricity.” — Andrew Ng, Stanford Graduate School of Business (2017) ⸻ 🎬 Closing Thought Every industrial revolution begins with a shift in what we consider essential — and what we accept as normal. Electricity powered the last century. Intelligence will power this one. The question isn’t whether machines will build the future — it’s whether we’ll still be the architects. ⸻ ⚡️ OHUBNext Daily Brief — investments, edge tech, and moves that matter. For 12+ years, OHUB has been building pathways and on-ramps to multi-generational wealth — without reliance on pre-existing wealth. Through exposure, skills, entrepreneurship, capital markets, and inclusive ecosystems, we’ve helped people create new jobs, new companies, and new wealth.