4 published decision logs
Hedge: don’t “lump-sum buy more” at current levels; instead add modestly via a short DCA plan and cap total allocation. Keep silver smaller than gold and pre-commit downside triggers given plausible 20–30% drawdowns.
The decision on whether to use Skills or MCP to extend model capabilities remains unresolved due to competing priorities between flexibility and control. A hedging approach is recommended, leveraging Skills for adaptable tasks and MCP for scenarios requiring strict control.
Given the current evidence, it is prudent to hedge on the AI investment reaching $500B by 2026 due to unresolved uncertainties in demand sustainability and infrastructure alignment. Further investigation is needed to address these cruxes.
Start with a minimal, low-cost no-code stack (Lovable + self-hosted n8n, Zapier only as-needed) to validate and monetize. Defer committing to an all-in-one builder like Bubble until traction proves you need it.