Geopolitical Instability Fuels Tech Investments
Several articles point generally toward geopolitics driving investment. Seeking Alpha covers geopolitics and bigger defense budgets, Carlyle discusses AI, geopolitics and national security reshaping investment, and the WEF covers cybersecurity trends. None mention Venezuela or give measurable data on demand for security technology or risk-management services from firms in unstable regions. Nothing matches the falsification criteria (no evidence of flat demand), but the signal is too indirect and comes well after the short-term window to confirm the specific thesis.
Demand for security technology, risk management, or geopolitical intelligence services shows no measurable increase despite continued or escalating tensions with Venezuela and similar nations.