📍Markets aren’t just reallocating capital — they’re revealing what they believe people will value most in the next decade. ⸻ Hey Builders, If you want to understand the future, don’t start with predictions. Start with incentives. This week delivered two headlines that — when read through a behavioral economics lens — tell us more about the architecture of 2026 than any forecast can. On one end of the spectrum, OpenAI joined forces with Australia’s NextDC to build a $4.6 billion sovereign AI campus: hyperscale compute, GPU superclusters, and national-level AI infrastructure. On the other, Meta is preparing to cut as much as 30% from its metaverse budget — a quiet acknowledgment that enthusiasm has limits once the incentive structure shifts. Two decisions. One unmistakable principle: Capital goes where it expects human behavior to follow. And right now, it believes we will demand compute, not cartoon worlds. ⸻ 🗞 Top Story — The Behavioral Economics of 2026’s First Big Split This week’s market signals point to a deeper structural truth: ▪️ Compute is becoming a national asset, not a corporate accessory. Governments and enterprises are positioning AI infrastructure like ports and power grids — foundational, strategic, and sovereignty-linked. ▪️ Investors have stopped subsidizing ideas without adoption gravity. Meta’s strategic retreat shows that even compelling narratives lose to revealed preferences. ▪️ The metaverse didn’t stall because of technology — it stalled because of human behavior. People choose utility over novelty. Markets priced that choice. ▪️ The next decade belongs to systems that reduce friction, not environments that require new habits. In behavioral economics, friction costs matter. AI lowers them. VR increased them. Capital moved accordingly. ⸻ ⚡ Quick Briefs — This Week’s Signals Through a Behavioral Lens ▪️ Countries are now competing for compute capacity the way they once competed for manufacturing. ▪️ Cloud and data-center equities climbed as investors priced in future scarcity. ▪️ Applied-AI startups outperformed “speculative universe” plays. ▪️ Enterprise budgets are tilting toward automation ROI, not digital “experiences.” ▪️ Energy demand forecasts rose sharply as hyperscale buildouts accelerated. Each is a revealed preference — what institutions do when they are not performing for headlines. ⸻ 🧱 Builder Insight — Why This Moment Matters 1️⃣ People gravitate to tools that reduce cognitive load. This is why AI will scale faster than VR ever could. 2️⃣ Firms follow incentives, not narratives. Capital rotation toward AI infrastructure is rational, not reactive. 3️⃣ The biggest opportunities appear when markets quietly abandon one story and embrace another. We are in that transition now. 4️⃣ Skills that complement automation will see the highest lifetime returns. This is a choice-architecture issue — not a simple labor-market mismatch. ⸻ 🎬 Closing Thought — The Nudge Is Clear Behavioral economists don’t fixate on predictions. We watch how people behave when the choices change. This week, the choices told a coherent story: The world is preparing for an economy built on compute, not conjecture. On capability, not escapism. On AI systems that make decisions easier — not digital worlds that make them harder. And if the market is moving with this much conviction, individuals should at least consider the nudge. Enrollment for the OHUB AI Competency Program is now open. If 2026 will reward those who understand — and can apply — AI, then this may be the most rational investment you can make. Explore or secure early access: opportunityhub.co/... 💡Classes begin January 21. ⸻ 📲The Smartest $5.99 You’ll Spend This Month If markets are repositioning this fast, individuals need to keep pace. That’s why OHUBNext Membership exists — a $5.99/month platform designed to help you understand the signals shaping 2026 and build the capabilities the new economy will reward. If the world is moving toward compute and capability, make sure you’re moving with it. Join OHUBNext for $5.99/month: opportunityhub.co/... ⸻ ⚡ OHUBNext Daily Brief — investments, edge tech, and moves that matter. For 12+ years, OHUB has been building pathways to multigenerational wealth through exposure, skills, entrepreneurship, capital markets, and inclusive ecosystems.