Jeremy Tan, Co-Founder of Tin Men Capital, authored an op-ed in The Business Times arguing that the enterprise value from the world's US$2.5 trillion AI infrastructure buildout will accrue to the workflow-embedded, vertically specialised companies that close the industry's deployment gap. The op-ed set out Tin Men’s three-layer framework for frontier tech, the fragmentation thesis behind why value will be captured in "uncountable large niches" rather than a few horizontal platforms, and why Singapore's full-stack frontier technology position makes it the natural anchor for a structurally resetting Southeast Asian venture market.