if you’re wondering why millennials & kids are saying fck it & gambling on meme stocks remember that: - average cost of a 1 bed apt in nyc is $4.5K per month - lower 6-fig salary in sf is considered lower class now - the dream of affording a home is dead before you even graduate - oh, and if you do graduate there’s no jobs because AI is automating them but we still have friends and experiences right? wrong, everything is 10x more expensive than it was 5 years ago, shake shack for 2 people is ~$60+ don’t even ask how much cocktails are “ok so we’ll socialise online” multiple monthly subscriptions to watch tv, being bombarded with personalised ads with every scroll telling you to buy pointless shit all while you swipe through pictures of some stranger on the other side of the world eat caviar for breakfast and fly private people’s brains are cooked from social media, they read a million headlines a day and think the worlds ending so they think that if they don’t do something urgently then they’ll keep falling behind and get trapped in poor land so, in a desperate attempt to maintain some fragment of social status (measured by likes & retweets) they throw what little money they can’t afford on memecoins, narratives and stocks in the hope they hit a winner. this trend isn’t going away. as dumb as it sounds, robotics, crypto & AI will scale to replace a lot of things that give humans purpose in the world today in order to stay on top it’s important to recognise these developing patterns early and position yourself accordingly, whether financially, career-wise or even philosophically. to be clear i am incredibly optimistic about the future - I think humans will excel further than they’ve ever before but the world (and humans) today will look extremely different to the one coming in a decade. it’s your job to read, invest, learn and do.

most people haven't realized @elonmusk's AI strategy is always some combination of "spicy" uncensored models (way more appealing vs robotic sycophancy), addictive consumer apps (grok companions, grok imagine) & quickest-to-scale (colossus II already beats stargate despite late start) meanwhile anthropic, google are taking a more cautious approach erring on the side of "ai safety" and frameworks OpenAI is kinda in the middle & Meta is going hard on consumer apps there is no "right" strategy but one things clear at this stage - time-to-market and aggressive iteration on products is key if you want to win

comparing ai to previous tech boom/busts (eg railway, telecom capex) just doesn’t make sense to me we’re not just talking about a single monolithic tech sector here, we’re talking about leveraged human intelligence aka you can use ai to accelerate literally everything so if we assume the end-goal is this, then the capex being spent today (2% of US GDP) is not insane, in fact it’s probably not even enough whatever this bubble this, it’s going to get much, much larger. To a point where no one’s calling it a “bubble” because every historical comparison has fallen short.

as the world trends towards widespread degeneracy & meme-stocks there are 2 clear asset categories that will receive 90% of investment capital over the next decade AI & crypto the eye-watering investment rounds, acquisition deals, M&As will keep growing

stage 1 - tokenise USD stage 2 - tokenise stocks <we are here> stage 3 - tokenise IPOs stage 4 - profit sharing to token holders (legally acceptable) thanks to the SECs announcement today stages 3 & 4 become real very quickly never been a better time in the U.S. to be risk-on as a founder

nothing screams crypto more than the chief regulator of the most powerful stock market on the planet publicly declaring his unrelenting commitment to turning every asset & stock in the world into a token and the market tanks to hell. “Sell the news” never change

lol imagine the mindset you need to inhabit to even come up with a policy like this uk & aus legit worst tech culture in the world rn

bought my 1st robot yesterday not because it "looked cool" or does backflips, but because it *didn't* look like a robot. it looks like a piece of furniture (bedside lamps) that blends into your room and folds your laundry, makes your bed whenever you're not around (don't believe me see tweet below) the point is i was compelled to buy it because it could enter my life without being an eyesore & because it added real value to my life this then got me thinking about AI at large. the reason why top models are so successful is because they make you feel like home, at ease - like you're talking to a friend or talented engineer - and they do useful things for you but a lot of AI products today miss the mark, instead opting for a flash-bang approach with slick marketing ads + mockups when really no one wants that shit they just want something that seamlessly slots into their lives, is omnipresent across all mediums they interact on (social, professional, physical) and can see what they see - without disrupting the flow of their lives no one actually wants a robot following them about, they just want the ai to be there and improve their lives as and when makes most sense theres a lot of opportunity in building an effective, unnoticeable ai product.

MADE IN THE USA: Why AI is not about to replace jobs (its actually the opposite) & why AI needs to happen in the U.S. needed to get this off my chest so im dumping my thoughts here between .@xai Colossus II data center, @OpenAI stargate & Meta's Hyperion alone thats 500,000 new jobs created over the next 5 years (at least) a very common take i see is "AI will take people's jobs" this is a lazy argument imo job roles will evolve or become entirely new jobs that we cannot even conceive of today because the tech is still early these 500K data center jobs is the start of that trend. do you think these workers will have 10+ years experience creating bleeding-edge AI GPU centers? no. they (like everyone during the industrial revolution) will learn from scratch and become experts over time then they'll take these skills into the next new role AI inevitably creates and so forth. these workers will be seen as infinitely more valuable than whatever manufacturing job they had before because AI companies like Meta, XAI are willing to fork out trillions of dollars to get the job done. MADE IN THE USA a consistent observation between all these expensive shiny data centers is they're all being built in the motherland why? isnt it cheaper to outsource to china, india?? yeah but that would be a dumb mistake Its imperative that the infrastructure that determines whether a country’s economy lives or dies resides in THAT country and is safe-guarded from bad actors imagine if china hacked your AI server and injected it with false propaganda that got blasted to 350M americans, thats the kind of power that starts wars. the 2nd (& more exciting) point is building this in america means AMERICANS are most primed to benefit from the upside of AI because they can be involved in every layer of the stack economically and socially instead of outsourcing it to 3rd-world nations. this all comes at the not-so-coincidental announcement of the US gov's AI action plan which explicitly calls out 2 things: - no more legal redtape, go crazy - this sh*t needs to be built in america and we're willing to pay you to do it the tax incentives the gov is giving these companies to build their data centers in the US is crazy. so yeah.. AI isnt going to replace jobs, it'll do the opposite when a single country owns the entire tech stack of the magical genie in the bottle we're going to see most of the fruits-of-labor... appear in the US.

the frontier tech stack of the future: crypto for payments, verification & digitizing assets robots for automating physical labor biotech for living till you're 150 yrs old VR/XR to merge your physical identity with your online identity AI to supercharge all of the above energy to pay for it all.