I've been in a couple of meetings where the idea of "bitshoring" has come up. Instead of sending coding work to Vietnam or wherever, companies will go back to getting the coding work done onshore but supported by generative AI. Data sovereignty rules and the general balkanisation of the internet make this trend investable in my view.
Fintech 🧠Food - From Outsourcing to AI Sourcing
I've been in a couple of meetings where the idea of "bitshoring" has come up. Instead of sending coding work to Vietnam or wherever, companies will go back to getting the coding work done onshore but supported by generative AI. Data sovereignty rules and the general balkanisation of the internet make this trend investable in my view.