Nili Gilbert

Capital is moving toward AI and related infrastructure at a pace and concentration that is reshaping national competitive positions, redirecting institutional investment mandates, and redrawing the map of technological power. Every organization is making its own capital allocation decisions inside that landscape, whether it knows it or not. Decisions about talent, technology, and organizational structure carry the same compounding logic as financial ones: early misallocations are cheap to make and expensive to reverse. Drawing on two decades of investing across market cycles, this talk gives corporate leaders the investor's discipline applied to their own organizations: how to identify where attention and resources are flowing, where the returns will actually be, and how to redirect both before the window closes.