The Infrastructure Arbitrage: Building Where Others Can't (Or Won't)
Infrastructure arbitrage is the quiet strategy behind today’s most defensible companies. While venture capital pushed asset-light models, the real winners are building warehouses, fleets, cold storage, energy systems, and physical networks in markets others avoid. This issue of Data Under Glass explains how infrastructure arbitrage creates durable moats, why owning the physical layer beats speed, and how founders in Africa and North America win by building where others can’t or won’t.