SBMUpdated 23 Oct 2026
Early version, updated weekly. Every claim is dated and sourced. Think something is wrong? Dispute it.
Map / Families / Owning the scarce inputs

Owning the scarce inputs

Money lands: Compute, energy, capital, capacityCapital loop

Up the ladder 4 models; rung 0 ones are moving toward this family

LEV Leveraged Neoclouds · Compute for equity · Sovereign AI capacity · Energy underwritten by compute

Models in this family

ModelRungFamilyLoopRegisterStateCosEvidenceLast
NeocloudsLEV Leveraged Owning the scarce inputscapital RisingScaling 30A 3B2026-04-15
Compute for equityLEV Leveraged Owning the scarce inputscapital RisingContested 42A 2B2026-04-24
Sovereign AI capacityLEV Leveraged Owning the scarce inputscapital RisingEmerging 21A 1B2026-03-30
Energy underwritten by computeLEV Leveraged Owning the scarce inputscapital RisingScaling 30A 3B2026
Placements are judgments drawn from the evidence and open to correction. Dispute one.