🔎 THE WEEKLY SIFT This week revealed where the exponential era is actually heading. Not toward more technology. Toward infrastructure capable of controlling, financing and coordinating it. AI agents are becoming powerful enough that NVIDIA is building security outside the model itself, with hardware capable of enforcing permissions and stopping agents that cross them. (NVIDIA Newsroom) Tokenization is moving beyond representation. Franklin Templeton’s tokenized fund shares can now serve as collateral inside crypto markets. Ownership is becoming programmable. (Bybit) Orbital computing is real, but giant data centers in space remain ahead of the economics. The nearer opportunity is processing satellite data where it is created and sending the answer back to Earth. (Reuters) Meanwhile AI infrastructure is becoming a financial asset class. Amazon is reportedly exploring moving roughly $8 billion of Nvidia chips into an outside funded vehicle and leasing them back. (Financial Times)...