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Multi-touch attribution tells you which touchpoints were present. Incrementality testing tells you which touchpoints mattered. These are different questions. Most teams optimize for the first and call it causal.

Virtually nobody is pricing in what's coming in AI. I wrote an essay series on the AGI strategic picture: from the trendlines in deep learning and counting the OOMs, to the international situation and The Project. SITUATIONAL AWARENESS: The Decade Ahead

So there's this 24 year old who got fired from OpenAI named Leopold Aschenbrenner who raised $1B then grew it into $5.5B... IN ONE YEAR He dumped his Nvidia position and now he's buying every Bitcoin mining company in America. But not because of Bitcoin... Because they already have the two things every AI company is desperate for: - Power grid access - Permits that take years to get It's like buying a bar that already has a liquor license instead of waiting 3 years for one These companies are already pivoting from crypto to AI hosting. He's buying them before the market prices it in. The smartest trade in AI right now is not about the chips, it's all about how you get them powered